Hazlett, Burt & Watson’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $63K | Sell |
1,790
-326
| -15% | -$11.5K | 0.03% | 342 |
|
2025
Q1 | $71K | Buy |
2,116
+8
| +0.4% | +$268 | 0.03% | 315 |
|
2024
Q4 | $76K | Buy |
2,108
+1,257
| +148% | +$45.3K | 0.03% | 306 |
|
2024
Q3 | $31K | Buy |
851
+3
| +0.4% | +$109 | 0.01% | 417 |
|
2024
Q2 | $28K | Buy |
+848
| New | +$28K | 0.01% | 410 |
|