LPL Financial’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.21M | Buy |
400,213
+310,673
| +347% | +$6.37M | ﹤0.01% | 1896 |
|
2025
Q1 | $1.79M | Buy |
89,540
+61,254
| +217% | +$1.22M | ﹤0.01% | 3032 |
|
2024
Q4 | $609K | Buy |
28,286
+15,951
| +129% | +$343K | ﹤0.01% | 3870 |
|
2024
Q3 | $272K | Sell |
12,335
-27,186
| -69% | -$600K | ﹤0.01% | 4422 |
|
2024
Q2 | $822K | Buy |
39,521
+27,648
| +233% | +$575K | ﹤0.01% | 3396 |
|
2024
Q1 | $261K | Buy |
+11,873
| New | +$261K | ﹤0.01% | 4246 |
|