IFP 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 | $704K | Sell |
19,966
-9,894
| -33% | -$349K | 0.02% | 706 |
|
|
2025
Q1 | $1M | Sell |
29,860
-61,305
| -67% | -$2.05M | 0.03% | 549 |
|
|
2024
Q4 | $3.27M | Buy |
91,165
+25,745
| +39% | +$923K | 0.11% | 212 |
|
|
2024
Q3 | $2.38M | Buy |
65,420
+13,372
| +26% | +$486K | 0.09% | 258 |
|
|
2024
Q2 | $1.74M | Sell |
52,048
-2,065
| -4% | -$68.9K | 0.07% | 295 |
|
|
2024
Q1 | $1.88M | Sell |
54,113
-8,438
| -13% | -$294K | 0.08% | 263 |
|
|
2023
Q4 | $2.05M | Buy |
62,551
+15,693
| +33% | +$514K | 0.1% | 230 |
|
|
2023
Q3 | $1.32M | Buy |
46,858
+16,231
| +53% | +$458K | 0.06% | 327 |
|
|
2023
Q2 | $867K | Sell |
30,627
-1,607
| -5% | -$45.5K | 0.04% | 468 |
|
|
2023
Q1 | $680K | Sell |
32,234
-45,546
| -59% | -$961K | 0.03% | 497 |
|
|
2022
Q4 | $1.65M | Buy |
77,780
+2,597
| +3% | +$54.9K | 0.04% | 433 |
|
|
2022
Q3 | $1.59M | Buy |
75,183
+1,168
| +2% | +$24.7K | 0.04% | 481 |
|
|
2022
Q2 | $1.56M | Hold |
74,015
| – | – | 0.05% | 431 |
|
|
2022
Q1 | $1.56M | Buy |
+74,015
| New | +$1.56M | 0.05% | 431 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4380 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4160 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4056 |
|