HPC
Hobart Private Capital’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 | $6.09M | Sell |
172,601
-15,778
| -8% | -$557K | 1.38% | 24 |
|
|
2025
Q1 | $6.31M | Sell |
188,379
-900
| -0.5% | -$30.2K | 1.58% | 22 |
|
|
2024
Q4 | $6.79M | Sell |
189,279
-34,179
| -15% | -$1.23M | 1.68% | 19 |
|
|
2024
Q3 | $8.13M | Buy |
223,458
+9,684
| +5% | +$352K | 2.08% | 16 |
|
|
2024
Q2 | $7.14M | Buy |
213,774
+41,790
| +24% | +$1.39M | 2.03% | 16 |
|
|
2024
Q1 | $5.99M | Buy |
171,984
+29,263
| +21% | +$1.02M | 1.83% | 17 |
|
|
2023
Q4 | $4.68M | Buy |
+142,721
| New | +$4.68M | 1.55% | 19 |
|