Kestra Advisory Services’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.08M | Buy |
345,367
+138,162
| +67% | +$2.83M | 0.03% | 491 |
|
|
2025
Q1 | $4.14M | Buy |
207,205
+48,428
| +31% | +$967K | 0.02% | 654 |
|
|
2024
Q4 | $3.42M | Buy |
158,777
+118,175
| +291% | +$2.54M | 0.02% | 742 |
|
|
2024
Q3 | $896K | Buy |
40,602
+16,875
| +71% | +$372K | ﹤0.01% | 1388 |
|
|
2024
Q2 | $494K | Sell |
23,727
-50,570
| -68% | -$1.05M | ﹤0.01% | 1777 |
|
|
2024
Q1 | $1.64M | Sell |
74,297
-17,329
| -19% | -$381K | 0.01% | 978 |
|
|
2023
Q4 | $1.93M | Buy |
+91,626
| New | +$1.93M | 0.02% | 811 |
|