OneDigital Investment Advisors’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 | $1.73M | Buy |
49,152
+689
| +1% | +$24.3K | 0.02% | 467 |
|
|
2025
Q1 | $1.62M | Buy |
48,463
+7,749
| +19% | +$260K | 0.02% | 455 |
|
|
2024
Q4 | $1.46M | Buy |
40,714
+9,702
| +31% | +$348K | 0.02% | 513 |
|
|
2024
Q3 | $1.13M | Buy |
31,012
+2,398
| +8% | +$87.2K | 0.01% | 613 |
|
|
2024
Q2 | $955K | Sell |
28,614
-2,451
| -8% | -$81.8K | 0.01% | 640 |
|
|
2024
Q1 | $1.08M | Buy |
31,065
+15,720
| +102% | +$547K | 0.02% | 479 |
|
|
2023
Q4 | $503K | Buy |
+15,345
| New | +$503K | 0.01% | 711 |
|