M1FG
SDVY icon

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