Larson Financial Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $397K | Buy |
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|
2025
Q2 | $266K | Buy |
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|
2025
Q1 | $192K | Buy |
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|
2024
Q4 | $178K | Buy |
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|
2024
Q3 | $148K | Buy |
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|
2024
Q2 | $131K | Hold |
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|
2024
Q1 | $137K | Hold |
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|
2023
Q4 | $129K | Hold |
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|
2023
Q3 | $111K | Hold |
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|
2023
Q2 | $111K | Buy |
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|
2023
Q1 | $79.3K | Buy |
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|
2022
Q4 | $57.4K | Buy |
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|
2022
Q3 | $38K | Buy |
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