GPS Wealth Strategies Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.58M | Buy |
129,779
+3,069
| +2% | +$108K | 0.53% | 39 |
|
|
2025
Q1 | $4.24M | Buy |
126,710
+14,300
| +13% | +$479K | 0.57% | 35 |
|
|
2024
Q4 | $4.03M | Buy |
112,410
+1,782
| +2% | +$63.9K | 0.52% | 38 |
|
|
2024
Q3 | $4.02M | Buy |
110,628
+1,312
| +1% | +$47.7K | 0.54% | 32 |
|
|
2024
Q2 | $3.65M | Buy |
109,316
+6,285
| +6% | +$210K | 0.55% | 29 |
|
|
2024
Q1 | $3.59M | Buy |
103,031
+16,984
| +20% | +$591K | 0.58% | 29 |
|
|
2023
Q4 | $2.82M | Sell |
86,047
-547
| -0.6% | -$17.9K | 0.51% | 34 |
|
|
2023
Q3 | $2.44M | Buy |
86,594
+1,564
| +2% | +$44.2K | 0.47% | 43 |
|
|
2023
Q2 | $2.41M | Buy |
85,030
+5,686
| +7% | +$161K | 0.45% | 42 |
|
|
2023
Q1 | $2.11M | Buy |
+79,344
| New | +$2.11M | 0.44% | 46 |
|
|
2022
Q2 | – | Sell |
-226
| Closed | -$6K | – | 1162 |
|
|
2022
Q1 | $6K | Buy |
226
+1
| +0.4% | +$27 | ﹤0.01% | 822 |
|
|
2021
Q4 | $7K | Buy |
+225
| New | +$7K | ﹤0.01% | 813 |
|