LIA
Luken Investment Analytics’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,059
| Closed | -$161K | – | 152 |
|
|
2025
Q1 | $161K | Buy |
+8,059
| New | +$161K | 0.08% | 55 |
|
|
2024
Q3 | – | Sell |
-514
| Closed | -$10.7K | – | 147 |
|
|
2024
Q2 | $10.7K | Sell |
514
-441,283
| -100% | -$9.18M | 0.01% | 126 |
|
|
2024
Q1 | $9.72M | Buy |
+441,797
| New | +$9.72M | 4.91% | 6 |
|