IHT Wealth Management’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 | $7.53M | Sell |
213,476
-28,468
| -12% | -$1M | 0.21% | 103 |
|
|
2025
Q1 | $8.11M | Sell |
241,944
-16,587
| -6% | -$556K | 0.25% | 83 |
|
|
2024
Q4 | $9.27M | Buy |
258,531
+21,158
| +9% | +$759K | 0.3% | 69 |
|
|
2024
Q3 | $8.63M | Buy |
237,373
+43,168
| +22% | +$1.57M | 0.24% | 81 |
|
|
2024
Q2 | $6.48M | Buy |
194,205
+21,812
| +13% | +$728K | 0.24% | 83 |
|
|
2024
Q1 | $6M | Buy |
172,393
+20,235
| +13% | +$705K | 0.24% | 86 |
|
|
2023
Q4 | $4.99M | Buy |
152,158
+81,132
| +114% | +$2.66M | 0.22% | 98 |
|
|
2023
Q3 | $2.01M | Buy |
71,026
+35,413
| +99% | +$1,000K | 0.1% | 197 |
|
|
2023
Q2 | $1.01M | Sell |
35,613
-2,643
| -7% | -$74.8K | 0.05% | 342 |
|
|
2023
Q1 | $1.02M | Buy |
38,256
+5,175
| +16% | +$138K | 0.06% | 304 |
|
|
2022
Q4 | $862K | Sell |
33,081
-1,704
| -5% | -$44.4K | 0.05% | 330 |
|
|
2022
Q3 | $805K | Buy |
34,785
+2,557
| +8% | +$59.2K | 0.06% | 327 |
|
|
2022
Q2 | $770K | Sell |
32,228
-1,381
| -4% | -$33K | 0.07% | 286 |
|
|
2022
Q1 | $937K | Buy |
+33,609
| New | +$937K | 0.07% | 266 |
|