IFG Advisory’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 | $5.15M | Buy |
146,001
+2,776
| +2% | +$97.9K | 0.26% | 100 |
|
|
2025
Q1 | $4.8M | Sell |
143,225
-1,635
| -1% | -$54.8K | 0.27% | 97 |
|
|
2024
Q4 | $5.19M | Buy |
144,860
+12,237
| +9% | +$439K | 0.29% | 89 |
|
|
2024
Q3 | $4.82M | Buy |
132,623
+73,806
| +125% | +$2.69M | 0.31% | 90 |
|
|
2024
Q2 | $1.96M | Buy |
58,817
+6,511
| +12% | +$217K | 0.13% | 193 |
|
|
2024
Q1 | $1.82M | Buy |
52,306
+946
| +2% | +$32.9K | 0.14% | 200 |
|
|
2023
Q4 | $1.68M | Sell |
51,360
-2,511
| -5% | -$82.3K | 0.12% | 193 |
|
|
2023
Q3 | $1.52M | Sell |
53,871
-889
| -2% | -$25.1K | 0.13% | 191 |
|
|
2023
Q2 | $1.55M | Sell |
54,760
-1,702
| -3% | -$48.2K | 0.14% | 185 |
|
|
2023
Q1 | $1.5M | Buy |
56,462
+3,558
| +7% | +$94.8K | 0.14% | 173 |
|
|
2022
Q4 | $1.38M | Buy |
52,904
+22,690
| +75% | +$591K | 0.14% | 163 |
|
|
2022
Q3 | $698K | Sell |
30,214
-3,933
| -12% | -$90.9K | 0.06% | 267 |
|
|
2022
Q2 | $815K | Buy |
34,147
+264
| +0.8% | +$6.3K | 0.09% | 225 |
|
|
2022
Q1 | $944K | Buy |
+33,883
| New | +$944K | 0.1% | 213 |
|