Kingsview Wealth Management’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 | $3.27M | Sell |
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|
2025
Q2 | $3.85M | Sell |
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|
2025
Q1 | $3.71M | Buy |
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|
2024
Q4 | $2.77M | Buy |
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|
2024
Q3 | $2.56M | Buy |
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|
2024
Q2 | $2.22M | Buy |
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|
2024
Q1 | $2.15M | Buy |
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|
2023
Q4 | $2.01M | Buy |
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|
2023
Q3 | $1.37M | Buy |
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|
2023
Q2 | $1.21M | Sell |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $998K | Buy |
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|
2022
Q3 | $842K | Sell |
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|
2022
Q2 | $985K | Buy |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $683K | Buy |
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