Keystone Financial Group (Kentucky)’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 | $2.32M | Sell |
65,650
-7,958
| -11% | -$281K | 0.21% | 85 |
|
|
2025
Q1 | $2.47M | Buy |
73,608
+12,589
| +21% | +$422K | 0.25% | 82 |
|
|
2024
Q4 | $2.19M | Buy |
61,019
+5,761
| +10% | +$207K | 0.22% | 89 |
|
|
2024
Q3 | $2.01M | Buy |
+55,258
| New | +$2.01M | 0.26% | 73 |
|
|
2024
Q2 | – | Sell |
-37,676
| Closed | -$1.31M | – | 277 |
|
|
2024
Q1 | $1.31M | Buy |
+37,676
| New | +$1.31M | 0.19% | 89 |
|