Kraematon Investment 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 | $805K | Sell |
22,805
-206
| -0.9% | -$7.27K | 0.76% | 40 |
|
|
2025
Q1 | $771K | Buy |
23,011
+4,396
| +24% | +$147K | 0.78% | 42 |
|
|
2024
Q4 | $667K | Buy |
18,615
+6,075
| +48% | +$218K | 0.66% | 47 |
|
|
2024
Q3 | $456K | Buy |
+12,540
| New | +$456K | 0.45% | 58 |
|
|
2023
Q1 | – | Sell |
-4,834
| Closed | -$126K | – | 223 |
|
|
2022
Q4 | $126K | Buy |
+4,834
| New | +$126K | 0.14% | 100 |
|