Mutual Advisors’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 | $2.95M | Buy |
80,708
+2,527
| +3% | +$92.5K | 0.07% | 242 |
|
|
2025
Q1 | $2.53M | Buy |
78,181
+12,752
| +19% | +$413K | 0.07% | 239 |
|
|
2024
Q4 | $2.45M | Buy |
65,429
+21,825
| +50% | +$817K | 0.07% | 236 |
|
|
2024
Q3 | $1.58M | Sell |
43,604
-2,088
| -5% | -$75.7K | 0.05% | 333 |
|
|
2024
Q2 | $1.66M | Sell |
45,692
-1,303
| -3% | -$47.3K | 0.05% | 318 |
|
|
2024
Q1 | $1.64M | Buy |
46,995
+37,274
| +383% | +$1.3M | 0.05% | 325 |
|
|
2023
Q4 | $319K | Buy |
9,721
+12
| +0.1% | +$393 | 0.01% | 805 |
|
|
2023
Q3 | $274K | Buy |
9,709
+139
| +1% | +$3.92K | 0.01% | 811 |
|
|
2023
Q2 | $271K | Sell |
9,570
-2,180
| -19% | -$61.7K | 0.01% | 841 |
|
|
2023
Q1 | $313K | Sell |
11,750
-1,105
| -9% | -$29.5K | 0.01% | 762 |
|
|
2022
Q4 | $335K | Buy |
12,855
+1,242
| +11% | +$32.4K | 0.02% | 708 |
|
|
2022
Q3 | $269K | Buy |
11,613
+108
| +0.9% | +$2.5K | 0.01% | 745 |
|
|
2022
Q2 | $275K | Sell |
11,505
-121
| -1% | -$2.89K | 0.02% | 700 |
|
|
2022
Q1 | $324K | Buy |
11,626
+3,067
| +36% | +$85.5K | 0.02% | 692 |
|
|
2021
Q4 | $259K | Buy |
+8,559
| New | +$259K | 0.01% | 776 |
|