OneDigital Investment Advisors’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Buy |
14,591
+2,650
| +22% | +$54.4K | ﹤0.01% | 1170 |
|
|
2025
Q1 | $238K | Sell |
11,941
-94,909
| -89% | -$1.9M | ﹤0.01% | 1243 |
|
|
2024
Q4 | $2.3M | Buy |
106,850
+95,844
| +871% | +$2.06M | 0.03% | 387 |
|
|
2024
Q3 | $243K | Hold |
11,006
| – | – | ﹤0.01% | 1267 |
|
|
2024
Q2 | $229K | Hold |
11,006
| – | – | ﹤0.01% | 1232 |
|
|
2024
Q1 | $242K | Buy |
+11,006
| New | +$242K | ﹤0.01% | 980 |
|