Main Street Financial Solutions’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 | $1.04M | Buy |
29,472
+7,210
| +32% | +$254K | 0.08% | 218 |
|
|
2025
Q1 | $746K | Buy |
22,262
+2,481
| +13% | +$83.1K | 0.06% | 237 |
|
|
2024
Q4 | $709K | Buy |
19,781
+3,979
| +25% | +$143K | 0.07% | 220 |
|
|
2024
Q3 | $575K | Sell |
15,802
-28,934
| -65% | -$1.05M | 0.05% | 287 |
|
|
2024
Q2 | $1.49M | Buy |
44,736
+2,942
| +7% | +$98.2K | 0.14% | 140 |
|
|
2024
Q1 | $1.46M | Buy |
41,794
+27,381
| +190% | +$953K | 0.16% | 126 |
|
|
2023
Q4 | $472K | Buy |
14,413
+1,753
| +14% | +$57.4K | 0.06% | 268 |
|
|
2023
Q3 | $357K | Sell |
12,660
-7,223
| -36% | -$204K | 0.05% | 311 |
|
|
2023
Q2 | $563K | Buy |
19,883
+71
| +0.4% | +$2.01K | 0.08% | 241 |
|
|
2023
Q1 | $528K | Buy |
19,812
+7,402
| +60% | +$197K | 0.08% | 243 |
|
|
2022
Q4 | $323K | Buy |
+12,410
| New | +$323K | 0.05% | 314 |
|