MGO One Seven’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 | $1.86M | Buy |
52,787
+833
| +2% | +$29.4K | 0.06% | 351 |
|
|
2025
Q1 | $1.74M | Buy |
51,954
+19,337
| +59% | +$648K | 0.07% | 307 |
|
|
2024
Q4 | $1.17M | Buy |
32,617
+5,315
| +19% | +$191K | 0.04% | 396 |
|
|
2024
Q3 | $993K | Buy |
27,302
+4,042
| +17% | +$147K | 0.04% | 404 |
|
|
2024
Q2 | $776K | Sell |
23,260
-4,175
| -15% | -$139K | 0.04% | 434 |
|
|
2024
Q1 | $955K | Buy |
27,435
+5,451
| +25% | +$190K | 0.05% | 359 |
|
|
2023
Q4 | $720K | Sell |
21,984
-2,383
| -10% | -$78.1K | 0.04% | 403 |
|
|
2023
Q3 | $688K | Buy |
24,367
+4,532
| +23% | +$128K | 0.05% | 343 |
|
|
2023
Q2 | $562K | Buy |
19,835
+4
| +0% | +$113 | 0.05% | 383 |
|
|
2023
Q1 | $529K | Sell |
19,831
-26,853
| -58% | -$716K | 0.03% | 457 |
|
|
2022
Q4 | $1.22M | Sell |
46,684
-22,904
| -33% | -$597K | 0.12% | 199 |
|
|
2022
Q3 | $1.61K | Sell |
69,588
-6,529
| -9% | -$151 | 0.06% | 175 |
|
|
2022
Q2 | $1.82M | Sell |
76,117
-59,657
| -44% | -$1.42M | 0.25% | 96 |
|
|
2022
Q1 | $3.78M | Buy |
135,774
+29,389
| +28% | +$819K | 0.41% | 49 |
|
|
2021
Q4 | $3.22M | Buy |
106,385
+14,126
| +15% | +$428K | 0.33% | 70 |
|
|
2021
Q3 | $2.72M | Buy |
+92,259
| New | +$2.72M | 0.35% | 74 |
|