Investment Partners’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 | $848K | Buy |
24,046
+32
| +0.1% | +$1.13K | 0.32% | 69 |
|
|
2025
Q1 | $804K | Buy |
24,014
+17
| +0.1% | +$569 | 0.33% | 73 |
|
|
2024
Q4 | $860K | Buy |
23,997
+78
| +0.3% | +$2.8K | 0.35% | 70 |
|
|
2024
Q3 | $870K | Buy |
23,919
+37
| +0.2% | +$1.35K | 0.36% | 68 |
|
|
2024
Q2 | $797K | Buy |
23,882
+2,611
| +12% | +$87.2K | 0.36% | 70 |
|
|
2024
Q1 | $741K | Buy |
21,271
+315
| +2% | +$11K | 0.34% | 76 |
|
|
2023
Q4 | $687K | Buy |
20,956
+222
| +1% | +$7.28K | 0.34% | 76 |
|
|
2023
Q3 | $585K | Buy |
20,734
+540
| +3% | +$15.2K | 0.31% | 81 |
|
|
2023
Q2 | $572K | Buy |
20,194
+12
| +0.1% | +$340 | 0.3% | 82 |
|
|
2023
Q1 | $538K | Buy |
+20,182
| New | +$538K | 0.28% | 88 |
|