Key Client Fiduciary Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.96M | Buy |
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|
2025
Q2 | $5.47M | Buy |
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|
2025
Q1 | $4.5M | Buy |
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|
2024
Q4 | $871K | Sell |
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|
2024
Q3 | $908K | Buy |
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|
2024
Q2 | $673K | Buy |
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|
2024
Q1 | $495K | Buy |
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|
2023
Q4 | $366K | Sell |
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|
2023
Q3 | $355K | Sell |
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|
2023
Q2 | $404K | Sell |
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|
2023
Q1 | $424K | Sell |
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|
2022
Q4 | $490K | Buy |
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|
2022
Q3 | $433K | Sell |
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|
2022
Q2 | $453K | Buy |
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|
2022
Q1 | $418K | Buy |
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