Key Financial Inc’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 | $32.6K | Hold |
924
| – | – | 0.01% | 579 |
|
|
2025
Q1 | $31K | Hold |
924
| – | – | 0.01% | 569 |
|
|
2024
Q4 | $33.1K | Hold |
924
| – | – | 0.01% | 550 |
|
|
2024
Q3 | $33.6K | Hold |
924
| – | – | 0.01% | 549 |
|
|
2024
Q2 | $30.8K | Hold |
924
| – | – | 0.01% | 560 |
|
|
2024
Q1 | $32.2K | Hold |
924
| – | – | 0.01% | 513 |
|
|
2023
Q4 | $30.3K | Hold |
924
| – | – | 0.01% | 507 |
|
|
2023
Q3 | $26.1K | Hold |
924
| – | – | 0.01% | 516 |
|
|
2023
Q2 | $26.2K | Hold |
924
| – | – | 0.01% | 520 |
|
|
2023
Q1 | $24.6K | Hold |
924
| – | – | 0.01% | 504 |
|
|
2022
Q4 | $21.4K | Hold |
924
| – | – | 0.01% | 483 |
|
|
2022
Q3 | $21K | Hold |
924
| – | – | 0.01% | 492 |
|
|
2022
Q2 | $22K | Buy |
+924
| New | +$22K | 0.01% | 492 |
|