L.M. Kohn & Company’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 |
-9,723
| Closed | -$326K | – | 295 |
|
|
2025
Q1 | $326K | Buy |
9,723
+1,313
| +16% | +$44K | 0.09% | 188 |
|
|
2024
Q4 | $301K | Buy |
8,410
+2,097
| +33% | +$75.2K | 0.08% | 189 |
|
|
2024
Q3 | $230K | Buy |
+6,313
| New | +$230K | 0.06% | 248 |
|
|
2024
Q2 | – | Sell |
-12,916
| Closed | -$450K | – | 294 |
|
|
2024
Q1 | $450K | Buy |
+12,916
| New | +$450K | 0.13% | 153 |
|