Independent Advisor Alliance’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
Q1 | – | Sell |
-1,414,753
| Closed | -$50.7M | – | 1268 |
|
|
2024
Q4 | $50.7M | Buy |
+1,414,753
| New | +$50.7M | 0.67% | 21 |
|
|
2024
Q2 | – | Sell |
-9,701
| Closed | -$338K | – | 744 |
|
|
2024
Q1 | $338K | Buy |
9,701
+1,489
| +18% | +$51.8K | 0.01% | 543 |
|
|
2023
Q4 | $269K | Buy |
+8,212
| New | +$269K | 0.01% | 573 |
|
|
2023
Q1 | – | Sell |
-11,326
| Closed | -$295K | – | 695 |
|
|
2022
Q4 | $295K | Sell |
11,326
-281
| -2% | -$7.32K | 0.1% | 116 |
|
|
2022
Q3 | $268K | Sell |
11,607
-22
| -0.2% | -$508 | 0.02% | 507 |
|
|
2022
Q2 | $278K | Sell |
11,629
-248
| -2% | -$5.93K | 0.02% | 503 |
|
|
2022
Q1 | $331K | Sell |
11,877
-49,598
| -81% | -$1.38M | 0.02% | 488 |
|
|
2021
Q4 | $1.86M | Buy |
61,475
+6,333
| +11% | +$192K | 0.09% | 171 |
|
|
2021
Q3 | $1.56M | Buy |
55,142
+5,111
| +10% | +$145K | 0.09% | 189 |
|
|
2021
Q2 | $1.46M | Buy |
+50,031
| New | +$1.46M | 0.08% | 205 |
|