Marshall Financial Group (Maryland)’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 | $2.53M | Buy |
70,174
+1,979
| +3% | +$71.3K | 0.5% | 39 |
|
|
2025
Q1 | $2.28M | Buy |
68,195
+25,949
| +61% | +$869K | 0.5% | 40 |
|
|
2024
Q4 | $1.51M | Buy |
42,246
+187
| +0.4% | +$6.7K | 0.37% | 65 |
|
|
2024
Q3 | $1.53M | Buy |
42,059
+2,811
| +7% | +$102K | 0.37% | 64 |
|
|
2024
Q2 | $1.31M | Buy |
39,248
+2,588
| +7% | +$86.4K | 0.37% | 72 |
|
|
2024
Q1 | $1.28M | Buy |
+36,660
| New | +$1.28M | 0.37% | 68 |
|