Great Valley Advisor 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 | $902K | Sell |
25,561
-3,332
| -12% | -$118K | 0.02% | 475 |
|
|
2025
Q1 | $968K | Buy |
28,893
+5,662
| +24% | +$190K | 0.02% | 458 |
|
|
2024
Q4 | $833K | Buy |
23,231
+10,008
| +76% | +$359K | 0.02% | 482 |
|
|
2024
Q3 | $481K | Buy |
13,223
+5,576
| +73% | +$203K | 0.01% | 570 |
|
|
2024
Q2 | $255K | Buy |
7,647
+623
| +9% | +$20.8K | 0.01% | 685 |
|
|
2024
Q1 | $245K | Buy |
+7,024
| New | +$245K | 0.01% | 654 |
|