Krilogy Financial’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 | – | Sell |
-10,894
| Closed | -$365K | – | 263 |
|
|
2025
Q1 | $365K | Buy |
10,894
+1
| +0% | +$34 | 0.02% | 208 |
|
|
2024
Q4 | $391K | Buy |
10,893
+1
| +0% | +$36 | 0.03% | 203 |
|
|
2024
Q3 | $396K | Buy |
10,892
+481
| +5% | +$17.5K | 0.03% | 202 |
|
|
2024
Q2 | $348K | Buy |
10,411
+1
| +0% | +$33 | 0.03% | 216 |
|
|
2024
Q1 | $362K | Buy |
+10,410
| New | +$362K | 0.03% | 210 |
|