Larson Financial Group’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 | $266K | Buy |
7,535
+1,807
| +32% | +$63.8K | 0.01% | 600 |
|
|
2025
Q1 | $192K | Buy |
5,728
+770
| +16% | +$25.8K | 0.01% | 627 |
|
|
2024
Q4 | $178K | Buy |
4,958
+885
| +22% | +$31.7K | 0.01% | 594 |
|
|
2024
Q3 | $148K | Buy |
4,073
+148
| +4% | +$5.38K | 0.01% | 635 |
|
|
2024
Q2 | $131K | Hold |
3,925
| – | – | 0.01% | 580 |
|
|
2024
Q1 | $137K | Hold |
3,925
| – | – | 0.01% | 484 |
|
|
2023
Q4 | $129K | Hold |
3,925
| – | – | 0.01% | 438 |
|
|
2023
Q3 | $111K | Hold |
3,925
| – | – | 0.01% | 436 |
|
|
2023
Q2 | $111K | Buy |
3,925
+950
| +32% | +$26.9K | 0.01% | 409 |
|
|
2023
Q1 | $79.3K | Buy |
2,975
+770
| +35% | +$20.5K | 0.01% | 462 |
|
|
2022
Q4 | $57.4K | Buy |
2,205
+575
| +35% | +$15K | 0.01% | 495 |
|
|
2022
Q3 | $38K | Buy |
+1,630
| New | +$38K | 0.01% | 515 |
|