N.E.W. Advisory Services’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 | $1.71M | Sell |
48,337
-375,016
| -89% | -$13.2M | 0.17% | 51 |
|
|
2025
Q1 | $14.2M | Buy |
423,353
+220,599
| +109% | +$7.39M | 1.09% | 23 |
|
|
2024
Q4 | $7.27M | Buy |
202,754
+14,675
| +8% | +$526K | 0.69% | 27 |
|
|
2024
Q3 | $6.84M | Buy |
188,079
+46,863
| +33% | +$1.7M | 0.67% | 28 |
|
|
2024
Q2 | $4.71M | Buy |
141,216
+15,288
| +12% | +$510K | 0.51% | 32 |
|
|
2024
Q1 | $4.38M | Buy |
125,928
+113,991
| +955% | +$3.97M | 0.49% | 34 |
|
|
2023
Q4 | $391K | Buy |
+11,937
| New | +$391K | 0.05% | 116 |
|