Kingswood Wealth Advisors’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 | $1.36M | Sell |
38,665
-30
| -0.1% | -$1.06K | 0.11% | 205 |
|
|
2025
Q1 | $1.3M | Buy |
38,695
+6,191
| +19% | +$207K | 0.12% | 205 |
|
|
2024
Q4 | $1.17M | Buy |
32,504
+12,007
| +59% | +$430K | 0.09% | 239 |
|
|
2024
Q3 | $746K | Buy |
20,497
+3,614
| +21% | +$131K | 0.05% | 354 |
|
|
2024
Q2 | $564K | Buy |
16,883
+1,476
| +10% | +$49.3K | 0.05% | 358 |
|
|
2024
Q1 | $536K | Buy |
+15,407
| New | +$536K | 0.06% | 330 |
|