Icon Wealth Advisors’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 | $143K | Sell |
4,046
-141
| -3% | -$4.97K | 0.01% | 427 |
|
|
2025
Q1 | $140K | Sell |
4,187
-63
| -1% | -$2.11K | 0.01% | 418 |
|
|
2024
Q4 | $152K | Sell |
4,250
-93
| -2% | -$3.33K | 0.01% | 426 |
|
|
2024
Q3 | $158K | Buy |
+4,343
| New | +$158K | 0.01% | 397 |
|
|
2024
Q2 | – | Sell |
-3,373
| Closed | -$117K | – | 488 |
|
|
2024
Q1 | $117K | Buy |
3,373
+5
| +0.1% | +$174 | 0.01% | 441 |
|
|
2023
Q4 | $110K | Buy |
+3,368
| New | +$110K | 0.01% | 414 |
|