M1FG
Mach-1 Financial Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.74M | Buy |
276,140
+30,796
| +13% | +$1.09M | 2.84% | 6 |
|
2025
Q1 | $8.22M | Buy |
245,344
+221,475
| +928% | +$7.42M | 2.46% | 7 |
|
2024
Q4 | $856K | Sell |
23,869
-222,567
| -90% | -$7.98M | 1.54% | 14 |
|
2024
Q3 | $8.96M | Buy |
246,436
+15,829
| +7% | +$575K | 5.5% | 4 |
|
2024
Q2 | $7.71M | Buy |
230,607
+11,472
| +5% | +$384K | 5.19% | 5 |
|
2024
Q1 | $7.63M | Buy |
219,135
+90,246
| +70% | +$3.14M | 5.81% | 5 |
|
2023
Q4 | $4.22M | Buy |
128,889
+113,926
| +761% | +$3.73M | 1.6% | 13 |
|
2023
Q3 | $422K | Buy |
14,963
+3,518
| +31% | +$99.3K | 0.18% | 156 |
|
2023
Q2 | $324K | Buy |
11,445
+6,631
| +138% | +$188K | 0.09% | 159 |
|
2023
Q1 | $128M | Buy |
+4,814
| New | +$128M | 0.82% | 31 |
|
2022
Q4 | – | Sell |
-1,110
| Closed | -$25K | – | 394 |
|
2022
Q3 | $25K | Sell |
1,110
-345
| -24% | -$7.77K | 0.03% | 150 |
|
2022
Q2 | $34K | Buy |
+1,455
| New | +$34K | 0.02% | 143 |
|