OPA
Old Port Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Sell |
11,625
-1,072
| -8% | -$37.8K | 0.11% | 165 |
|
|
2025
Q1 | $425K | Sell |
12,697
-125
| -1% | -$4.19K | 0.13% | 145 |
|
|
2024
Q4 | $460K | Sell |
12,822
-43
| -0.3% | -$1.54K | 0.13% | 146 |
|
|
2024
Q3 | $468K | Hold |
12,865
| – | – | 0.13% | 149 |
|
|
2024
Q2 | $429K | Buy |
12,865
+240
| +2% | +$8.01K | 0.13% | 152 |
|
|
2024
Q1 | $440K | Sell |
12,625
-1,921
| -13% | -$66.9K | 0.13% | 151 |
|
|
2023
Q4 | $477K | Sell |
14,546
-120
| -0.8% | -$3.93K | 0.16% | 144 |
|
|
2023
Q3 | $414K | Buy |
+14,666
| New | +$414K | 0.15% | 149 |
|
|
2023
Q1 | $390K | Hold |
14,726
| – | – | 0.14% | 156 |
|
|
2022
Q4 | $384K | Hold |
14,726
| – | – | 0.14% | 156 |
|
|
2022
Q3 | $363K | Sell |
14,726
-1,191
| -7% | -$29.4K | 0.14% | 161 |
|
|
2022
Q2 | $385K | Sell |
15,917
-220
| -1% | -$5.32K | 0.15% | 159 |
|
|
2022
Q1 | $449K | Sell |
16,137
-333
| -2% | -$9.27K | 0.15% | 155 |
|
|
2021
Q4 | $505K | Sell |
16,470
-211
| -1% | -$6.47K | 0.17% | 143 |
|
|
2021
Q3 | $479K | Hold |
16,681
| – | – | 0.17% | 147 |
|
|
2021
Q2 | $476K | Hold |
16,681
| – | – | 0.17% | 142 |
|
|
2021
Q1 | $474K | Hold |
16,681
| – | – | 0.19% | 123 |
|
|
2020
Q4 | $390K | Hold |
16,681
| – | – | 0.17% | 128 |
|
|
2020
Q3 | $305K | Hold |
16,681
| – | – | 0.15% | 133 |
|
|
2020
Q2 | $293K | Buy |
16,681
+2,056
| +14% | +$36.1K | 0.15% | 134 |
|
|
2020
Q1 | $208K | Buy |
+14,625
| New | +$208K | 0.13% | 151 |
|