Lincoln National Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-18,615
| Closed | -$648K | – | 939 |
|
|
2024
Q1 | $648K | Buy |
18,615
+2,767
| +17% | +$96.3K | 0.01% | 654 |
|
|
2023
Q4 | $519K | Buy |
15,848
+3,102
| +24% | +$102K | 0.01% | 657 |
|
|
2023
Q3 | $360K | Buy |
12,746
+868
| +7% | +$24.5K | 0.01% | 718 |
|
|
2023
Q2 | $336K | Buy |
11,878
+81
| +0.7% | +$2.29K | 0.01% | 750 |
|
|
2023
Q1 | $314K | Buy |
11,797
+1,674
| +17% | +$44.6K | 0.01% | 751 |
|
|
2022
Q4 | $264K | Buy |
10,123
+246
| +2% | +$6.41K | 0.01% | 771 |
|
|
2022
Q3 | $229K | Buy |
9,877
+377
| +4% | +$8.74K | 0.01% | 763 |
|
|
2022
Q2 | $227K | Buy |
9,500
+1,230
| +15% | +$29.4K | 0.01% | 756 |
|
|
2022
Q1 | $231K | Buy |
8,270
+876
| +12% | +$24.5K | ﹤0.01% | 809 |
|
|
2021
Q4 | $224K | Sell |
7,394
-982
| -12% | -$29.8K | ﹤0.01% | 808 |
|
|
2021
Q3 | $237K | Sell |
8,376
-496
| -6% | -$14K | 0.01% | 775 |
|
|
2021
Q2 | $258K | Buy |
+8,872
| New | +$258K | 0.01% | 727 |
|