Lion Street Advisors’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 | $977K | Buy |
27,684
+12,530
| +83% | +$442K | 0.3% | 77 |
|
|
2025
Q1 | $508K | Sell |
15,154
-8,637
| -36% | -$289K | 0.16% | 140 |
|
|
2024
Q4 | $853K | Buy |
23,791
+4,091
| +21% | +$147K | 0.27% | 79 |
|
|
2024
Q3 | $717K | Buy |
19,700
+225
| +1% | +$8.19K | 0.25% | 88 |
|
|
2024
Q2 | $650K | Buy |
19,475
+2,526
| +15% | +$84.3K | 0.24% | 92 |
|
|
2024
Q1 | $555K | Hold |
16,949
| – | – | 0.23% | 99 |
|
|
2023
Q4 | $555K | Sell |
16,949
-4,575
| -21% | -$150K | 0.23% | 98 |
|
|
2023
Q3 | $608K | Buy |
+21,524
| New | +$608K | 0.2% | 104 |
|