Independent Wealth Network’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 | $700K | Sell |
19,850
-567
| -3% | -$20K | 0.25% | 95 |
|
|
2025
Q1 | $684K | Sell |
20,417
-2,066
| -9% | -$69.2K | 0.27% | 91 |
|
|
2024
Q4 | $806K | Buy |
22,483
+5,519
| +33% | +$198K | 0.33% | 82 |
|
|
2024
Q3 | $617K | Buy |
16,964
+2,000
| +13% | +$72.8K | 0.27% | 94 |
|
|
2024
Q2 | $499K | Buy |
14,964
+3,341
| +29% | +$112K | 0.23% | 116 |
|
|
2024
Q1 | $405K | Buy |
+11,623
| New | +$405K | 0.19% | 133 |
|