IFG Advisory’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.72M | Sell |
|
|||||
|
2025
Q2 | $5.15M | Buy |
|
|||||
|
2025
Q1 | $4.8M | Sell |
|
|||||
|
2024
Q4 | $5.19M | Buy |
|
|||||
|
2024
Q3 | $4.82M | Buy |
|
|||||
|
2024
Q2 | $1.96M | Buy |
|
|||||
|
2024
Q1 | $1.82M | Buy |
|
|||||
|
2023
Q4 | $1.68M | Sell |
|
|||||
|
2023
Q3 | $1.52M | Sell |
|
|||||
|
2023
Q2 | $1.55M | Sell |
|
|||||
|
2023
Q1 | $1.5M | Buy |
|
|||||
|
2022
Q4 | $1.38M | Buy |
|
|||||
|
2022
Q3 | $698K | Sell |
|
|||||
|
2022
Q2 | $815K | Buy |
|
|||||
|
2022
Q1 | $944K | Buy |
|