Montag & Associates’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 | $218K | Buy |
6,184
+2,500
| +68% | +$88.2K | 0.01% | 390 |
|
|
2025
Q1 | $123K | Hold |
3,684
| – | – | 0.01% | 470 |
|
|
2024
Q4 | $132K | Hold |
3,684
| – | – | 0.01% | 466 |
|
|
2024
Q3 | $134K | Hold |
3,684
| – | – | 0.01% | 468 |
|
|
2024
Q2 | $123K | Hold |
3,684
| – | – | 0.01% | 469 |
|
|
2024
Q1 | $128K | Buy |
+3,684
| New | +$128K | 0.01% | 461 |
|