Kingsview Wealth Management’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 | $3.85M | Sell |
108,990
-1,626
| -1% | -$57.4K | 0.07% | 295 |
|
|
2025
Q1 | $3.71M | Buy |
110,616
+33,459
| +43% | +$1.12M | 0.07% | 260 |
|
|
2024
Q4 | $2.77M | Buy |
77,157
+6,777
| +10% | +$243K | 0.05% | 317 |
|
|
2024
Q3 | $2.56M | Buy |
70,380
+3,761
| +6% | +$137K | 0.05% | 310 |
|
|
2024
Q2 | $2.22M | Buy |
66,619
+4,893
| +8% | +$163K | 0.05% | 325 |
|
|
2024
Q1 | $2.15M | Buy |
61,726
+534
| +0.9% | +$18.6K | 0.05% | 326 |
|
|
2023
Q4 | $2.01M | Buy |
61,192
+12,730
| +26% | +$417K | 0.06% | 278 |
|
|
2023
Q3 | $1.37M | Buy |
48,462
+5,773
| +14% | +$163K | 0.05% | 361 |
|
|
2023
Q2 | $1.21M | Sell |
42,689
-111
| -0.3% | -$3.14K | 0.05% | 352 |
|
|
2023
Q1 | $1.14M | Buy |
42,800
+4,478
| +12% | +$119K | 0.05% | 358 |
|
|
2022
Q4 | $998K | Buy |
38,322
+1,897
| +5% | +$49.4K | 0.04% | 346 |
|
|
2022
Q3 | $842K | Sell |
36,425
-4,822
| -12% | -$111K | 0.04% | 367 |
|
|
2022
Q2 | $985K | Buy |
41,247
+3,088
| +8% | +$73.7K | 0.05% | 369 |
|
|
2022
Q1 | $1.06M | Buy |
38,159
+15,633
| +69% | +$436K | 0.05% | 374 |
|
|
2021
Q4 | $683K | Buy |
+22,526
| New | +$683K | 0.03% | 496 |
|