KCFA
Key Client Fiduciary Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.47M | Buy |
154,981
+20,703
| +15% | +$730K | 2.21% | 9 |
|
|
2025
Q1 | $4.5M | Buy |
134,278
+109,976
| +453% | +$3.68M | 2.05% | 9 |
|
|
2024
Q4 | $871K | Sell |
24,302
-665
| -3% | -$23.8K | 0.38% | 58 |
|
|
2024
Q3 | $908K | Buy |
24,967
+4,815
| +24% | +$175K | 0.41% | 56 |
|
|
2024
Q2 | $673K | Buy |
20,152
+5,924
| +42% | +$198K | 0.33% | 66 |
|
|
2024
Q1 | $495K | Buy |
14,228
+3,065
| +27% | +$107K | 0.26% | 94 |
|
|
2023
Q4 | $366K | Sell |
11,163
-1,400
| -11% | -$45.9K | 0.21% | 116 |
|
|
2023
Q3 | $355K | Sell |
12,563
-1,700
| -12% | -$48K | 0.22% | 113 |
|
|
2023
Q2 | $404K | Sell |
14,263
-1,665
| -10% | -$47.1K | 0.24% | 103 |
|
|
2023
Q1 | $424K | Sell |
15,928
-2,870
| -15% | -$76.5K | 0.26% | 88 |
|
|
2022
Q4 | $490K | Buy |
18,798
+80
| +0.4% | +$2.08K | 0.33% | 69 |
|
|
2022
Q3 | $433K | Sell |
18,718
-240
| -1% | -$5.55K | 0.39% | 49 |
|
|
2022
Q2 | $453K | Buy |
18,958
+3,970
| +26% | +$94.9K | 0.44% | 50 |
|
|
2022
Q1 | $418K | Buy |
+14,988
| New | +$418K | 0.33% | 68 |
|