Level Four Advisory Services’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 | $680K | Sell |
19,276
-3,338
| -15% | -$118K | 0.03% | 458 |
|
|
2025
Q1 | $758K | Sell |
22,614
-815
| -3% | -$27.3K | 0.03% | 412 |
|
|
2024
Q4 | $840K | Buy |
23,429
+3,162
| +16% | +$113K | 0.03% | 385 |
|
|
2024
Q3 | $731K | Sell |
20,267
-16,244
| -44% | -$586K | 0.03% | 426 |
|
|
2024
Q2 | $1.22M | Buy |
36,511
+24,101
| +194% | +$804K | 0.05% | 293 |
|
|
2024
Q1 | $407K | Hold |
12,410
| – | – | 0.02% | 533 |
|
|
2023
Q4 | $407K | Buy |
+12,410
| New | +$407K | 0.02% | 531 |
|