Nations Financial Group’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 | $6.25M | Buy |
177,222
+3,436
| +2% | +$121K | 0.43% | 51 |
|
|
2025
Q1 | $5.82M | Buy |
173,786
+9,907
| +6% | +$332K | 0.44% | 46 |
|
|
2024
Q4 | $5.88M | Buy |
163,879
+82,964
| +103% | +$2.97M | 0.43% | 52 |
|
|
2024
Q3 | $2.94M | Buy |
80,915
+12,982
| +19% | +$472K | 0.21% | 114 |
|
|
2024
Q2 | $2.27M | Buy |
67,933
+50,983
| +301% | +$1.7M | 0.19% | 130 |
|
|
2024
Q1 | $590K | Buy |
16,950
+6,624
| +64% | +$231K | 0.05% | 370 |
|
|
2023
Q4 | $338K | Sell |
10,326
-160
| -2% | -$5.24K | 0.03% | 491 |
|
|
2023
Q3 | $296K | Buy |
10,486
+786
| +8% | +$22.2K | 0.03% | 503 |
|
|
2023
Q2 | $275K | Sell |
9,700
-581
| -6% | -$16.4K | 0.03% | 525 |
|
|
2023
Q1 | $274K | Buy |
10,281
+1,406
| +16% | +$37.5K | 0.03% | 511 |
|
|
2022
Q4 | $231K | Sell |
8,875
-9,254
| -51% | -$241K | 0.03% | 529 |
|
|
2022
Q3 | $419K | Buy |
18,129
+1,277
| +8% | +$29.5K | 0.06% | 329 |
|
|
2022
Q2 | $402K | Buy |
+16,852
| New | +$402K | 0.05% | 348 |
|