HAS
Horizon Advisory Services’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 | $793K | Sell |
22,465
-1,647
| -7% | -$58.1K | 0.43% | 8 |
|
|
2025
Q1 | $808K | Buy |
24,112
+91
| +0.4% | +$3.05K | 0.46% | 8 |
|
|
2024
Q4 | $861K | Sell |
24,021
-746,767
| -97% | -$26.8M | 0.49% | 8 |
|
|
2024
Q3 | $28M | Sell |
770,788
-11,456
| -1% | -$417K | 12.79% | 2 |
|
|
2024
Q2 | $26.1M | Sell |
782,244
-27,546
| -3% | -$919K | 12.5% | 2 |
|
|
2024
Q1 | $28.2M | Buy |
+809,790
| New | +$28.2M | 13.13% | 1 |
|