MTM Investment Management’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.34M | Buy |
65,455
+400
| +0.6% | +$8.2K | 0.45% | 55 |
|
2025
Q1 | $1.3M | Buy |
65,055
+120
| +0.2% | +$2.4K | 0.5% | 53 |
|
2024
Q4 | $1.4M | Buy |
64,935
+4,400
| +7% | +$94.7K | 0.54% | 48 |
|
2024
Q3 | $1.34M | Buy |
60,535
+5,535
| +10% | +$122K | 0.52% | 54 |
|
2024
Q2 | $1.14M | Buy |
55,000
+21,220
| +63% | +$441K | 0.47% | 60 |
|
2024
Q1 | $743K | Buy |
+33,780
| New | +$743K | 0.31% | 85 |
|