IHT Wealth Management’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 | $7.75M | Sell |
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|
2025
Q2 | $7.53M | Sell |
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|
2025
Q1 | $8.11M | Sell |
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|
2024
Q4 | $9.27M | Buy |
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|
2024
Q3 | $8.63M | Buy |
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|
2024
Q2 | $6.48M | Buy |
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|
2024
Q1 | $6M | Buy |
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|
2023
Q4 | $4.99M | Buy |
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|
2023
Q3 | $2.01M | Buy |
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|
2023
Q2 | $1.01M | Sell |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $862K | Sell |
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|
2022
Q3 | $805K | Buy |
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|
2022
Q2 | $770K | Sell |
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|
2022
Q1 | $937K | Buy |
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