Kestra Private Wealth Services’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 | $10.1M | Sell |
287,565
-12,613
| -4% | -$445K | 0.15% | 162 |
|
|
2025
Q1 | $10.1M | Sell |
300,178
-23,427
| -7% | -$785K | 0.17% | 141 |
|
|
2024
Q4 | $11.6M | Sell |
323,605
-86,773
| -21% | -$3.11M | 0.2% | 116 |
|
|
2024
Q3 | $14.9M | Sell |
410,378
-81,771
| -17% | -$2.97M | 0.27% | 77 |
|
|
2024
Q2 | $16.4M | Sell |
492,149
-6,076
| -1% | -$203K | 0.33% | 63 |
|
|
2024
Q1 | $17.3M | Buy |
498,225
+248,150
| +99% | +$8.64M | 0.39% | 54 |
|
|
2023
Q4 | $8.19M | Sell |
250,075
-39,229
| -14% | -$1.29M | 0.21% | 120 |
|
|
2023
Q3 | $8.17M | Buy |
289,304
+23,200
| +9% | +$655K | 0.26% | 96 |
|
|
2023
Q2 | $7.53M | Sell |
266,104
-879
| -0.3% | -$24.9K | 0.26% | 100 |
|
|
2023
Q1 | $7.12M | Buy |
266,983
+38,953
| +17% | +$1.04M | 0.28% | 97 |
|
|
2022
Q4 | $5.94M | Buy |
228,030
+59,548
| +35% | +$1.55M | 0.3% | 91 |
|
|
2022
Q3 | $3.9M | Buy |
168,482
+661
| +0.4% | +$15.3K | 0.23% | 111 |
|
|
2022
Q2 | $4.01M | Buy |
167,821
+7,762
| +5% | +$185K | 0.23% | 113 |
|
|
2022
Q1 | $4.46M | Buy |
160,059
+143,949
| +894% | +$4.01M | 0.22% | 108 |
|
|
2021
Q4 | $488K | Buy |
+16,110
| New | +$488K | 0.02% | 600 |
|