Naviter Wealth’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 | – | Sell |
-142,099
| Closed | -$4.77M | – | 306 |
|
|
2025
Q1 | $4.77M | Buy |
142,099
+10,241
| +8% | +$344K | 0.58% | 38 |
|
|
2024
Q4 | $4.73M | Sell |
131,858
-1,259
| -0.9% | -$45.1K | 0.57% | 36 |
|
|
2024
Q3 | $4.84M | Buy |
133,117
+27,252
| +26% | +$991K | 0.67% | 37 |
|
|
2024
Q2 | $3.53M | Buy |
105,865
+2,890
| +3% | +$96.5K | 0.53% | 45 |
|
|
2024
Q1 | $3.59M | Sell |
102,975
-19,434
| -16% | -$677K | 0.59% | 37 |
|
|
2023
Q4 | $4.01M | Sell |
122,409
-4,876
| -4% | -$160K | 0.81% | 31 |
|
|
2023
Q3 | $3.59M | Buy |
127,285
+643
| +0.5% | +$18.2K | 0.87% | 22 |
|
|
2023
Q2 | $3.59M | Buy |
+126,642
| New | +$3.59M | 0.91% | 21 |
|