KAS
KPP Advisory Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
40,943
-41,202
| -50% | -$1.45M | 0.24% | 96 |
|
|
2025
Q1 | $2.75M | Buy |
82,145
+11,158
| +16% | +$374K | 0.52% | 49 |
|
|
2024
Q4 | $2.54M | Buy |
70,987
+4,100
| +6% | +$147K | 0.6% | 44 |
|
|
2024
Q3 | $2.43M | Buy |
66,887
+47,106
| +238% | +$1.71M | 0.58% | 48 |
|
|
2024
Q2 | $660K | Buy |
19,781
+3,634
| +23% | +$121K | 0.18% | 111 |
|
|
2024
Q1 | $562K | Buy |
+16,147
| New | +$562K | 0.15% | 119 |
|