Harvest Investment Services’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 | $2.4M | Buy |
68,145
+1,649
| +2% | +$58.2K | 0.54% | 43 |
|
|
2025
Q1 | $2.23M | Sell |
66,496
-4,091
| -6% | -$137K | 0.62% | 33 |
|
|
2024
Q4 | $2.53M | Buy |
70,587
+1,710
| +2% | +$61.3K | 0.62% | 44 |
|
|
2024
Q3 | $2.51M | Buy |
68,877
+5,624
| +9% | +$205K | 0.8% | 32 |
|
|
2024
Q2 | $2.11M | Sell |
63,253
-1,173
| -2% | -$39.2K | 0.84% | 30 |
|
|
2024
Q1 | $2.24M | Buy |
64,426
+15,491
| +32% | +$539K | 0.9% | 31 |
|
|
2023
Q4 | $1.6M | Sell |
48,935
-3,299
| -6% | -$108K | 0.74% | 38 |
|
|
2023
Q3 | $1.47M | Sell |
52,234
-1,283
| -2% | -$36.2K | 0.95% | 29 |
|
|
2023
Q2 | $1.52M | Sell |
53,517
-470
| -0.9% | -$13.3K | 0.86% | 37 |
|
|
2023
Q1 | $1.44M | Buy |
53,987
+2,181
| +4% | +$58.1K | 1.11% | 28 |
|
|
2022
Q4 | $1.35M | Buy |
51,806
+4,648
| +10% | +$121K | 1.44% | 18 |
|
|
2022
Q3 | $1.09M | Sell |
47,158
-4,201
| -8% | -$97.1K | 1.33% | 22 |
|
|
2022
Q2 | $1.23M | Buy |
51,359
+1,911
| +4% | +$45.6K | 0.94% | 37 |
|
|
2022
Q1 | $1.38M | Sell |
49,448
-93
| -0.2% | -$2.59K | 0.83% | 34 |
|
|
2021
Q4 | $1.5M | Buy |
+49,541
| New | +$1.5M | 0.63% | 38 |
|