Kozak & Associates’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 | $15.4K | Buy |
426
+1
| +0.2% | +$36 | ﹤0.01% | 209 |
|
|
2025
Q1 | $13.4K | Buy |
425
+2
| +0.5% | +$63 | ﹤0.01% | 193 |
|
|
2024
Q4 | $15.3K | Buy |
423
+3
| +0.7% | +$108 | ﹤0.01% | 196 |
|
|
2024
Q3 | $15.7K | Buy |
420
+1
| +0.2% | +$37 | ﹤0.01% | 202 |
|
|
2024
Q2 | $13.9K | Buy |
419
+2
| +0.5% | +$66 | ﹤0.01% | 203 |
|
|
2024
Q1 | $14.4K | Buy |
+417
| New | +$14.4K | ﹤0.01% | 207 |
|