Money Concepts Capital’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 | $1.15M | Buy |
32,583
+3,465
| +12% | +$122K | 0.08% | 224 |
|
|
2025
Q1 | $975K | Buy |
29,118
+2,267
| +8% | +$75.9K | 0.07% | 222 |
|
|
2024
Q4 | $963K | Buy |
26,851
+100
| +0.4% | +$3.59K | 0.07% | 217 |
|
|
2024
Q3 | $973K | Sell |
26,751
-5,373
| -17% | -$195K | 0.07% | 212 |
|
|
2024
Q2 | $1.07M | Buy |
32,124
+7,911
| +33% | +$264K | 0.09% | 193 |
|
|
2024
Q1 | $843K | Buy |
24,213
+6,495
| +37% | +$226K | 0.08% | 220 |
|
|
2023
Q4 | $581K | Buy |
+17,718
| New | +$581K | 0.05% | 256 |
|
|
2023
Q1 | – | Sell |
-18,708
| Closed | -$487K | – | 2477 |
|
|
2022
Q4 | $487K | Buy |
18,708
+18,536
| +10,777% | +$483K | 0.02% | 438 |
|
|
2022
Q3 | $4K | Buy |
172
+6
| +4% | +$140 | ﹤0.01% | 1285 |
|
|
2022
Q2 | $4K | Sell |
166
-17,636
| -99% | -$425K | ﹤0.01% | 1233 |
|
|
2022
Q1 | $496K | Buy |
+17,802
| New | +$496K | 0.03% | 440 |
|