OWA
ORBA Wealth 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 | – | Sell |
-9,970
| Closed | -$334K | – | 100 |
|
|
2025
Q1 | $334K | Hold |
9,970
| – | – | 0.17% | 81 |
|
|
2024
Q4 | $357K | Sell |
9,970
-4,000
| -29% | -$143K | 0.19% | 75 |
|
|
2024
Q3 | $508K | Sell |
13,970
-14,506
| -51% | -$528K | 0.26% | 65 |
|
|
2024
Q2 | $951K | Buy |
28,476
+55
| +0.2% | +$1.84K | 0.49% | 41 |
|
|
2024
Q1 | $990K | Sell |
28,421
-40
| -0.1% | -$1.39K | 0.55% | 41 |
|
|
2023
Q4 | $933K | Buy |
+28,461
| New | +$933K | 0.56% | 38 |
|