Koshinski Asset 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 | $1.82M | Buy |
51,584
+4,914
| +11% | +$173K | 0.14% | 149 |
|
|
2025
Q1 | $1.56M | Sell |
46,670
-1,401
| -3% | -$46.9K | 0.13% | 162 |
|
|
2024
Q4 | $1.72B | Buy |
48,071
+668
| +1% | +$23.9M | 0.15% | 139 |
|
|
2024
Q3 | $1.72M | Buy |
47,403
+5,681
| +14% | +$207K | 0.15% | 139 |
|
|
2024
Q2 | $1.37M | Buy |
41,722
+1,518
| +4% | +$49.8K | 0.13% | 158 |
|
|
2024
Q1 | $1.4M | Sell |
40,204
-22,724
| -36% | -$791K | 0.14% | 152 |
|
|
2023
Q4 | $2.06M | Buy |
62,928
+23,689
| +60% | +$776K | 0.31% | 90 |
|
|
2023
Q3 | $1.11M | Sell |
39,239
-1,652
| -4% | -$46.6K | 0.13% | 162 |
|
|
2023
Q2 | $1.16M | Sell |
40,891
-20,579
| -33% | -$583K | 0.12% | 171 |
|
|
2023
Q1 | $1.64M | Sell |
61,470
-870
| -1% | -$23.2K | 0.16% | 135 |
|
|
2022
Q4 | $1.62M | Sell |
62,340
-7,812
| -11% | -$204K | 0.16% | 147 |
|
|
2022
Q3 | $1.62M | Buy |
70,152
+319
| +0.5% | +$7.38K | 0.19% | 128 |
|
|
2022
Q2 | $1.67M | Buy |
69,833
+28,407
| +69% | +$679K | 0.17% | 147 |
|
|
2022
Q1 | $1.15M | Buy |
41,426
+6,598
| +19% | +$184K | 0.09% | 231 |
|
|
2021
Q4 | $1.06M | Buy |
34,828
+33,173
| +2,004% | +$1.01M | 0.09% | 247 |
|
|
2021
Q3 | $46.8K | Buy |
+1,655
| New | +$46.8K | ﹤0.01% | 1146 |
|