Owen LaRue’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 | $4.3M | Sell |
122,024
-8,302
| -6% | -$293K | 1.83% | 13 |
|
|
2025
Q1 | $4.37M | Sell |
130,326
-5,852
| -4% | -$196K | 2.17% | 12 |
|
|
2024
Q4 | $4.88M | Buy |
136,178
+5,416
| +4% | +$194K | 2.55% | 11 |
|
|
2024
Q3 | $4.76M | Buy |
130,762
+20,533
| +19% | +$747K | 2.53% | 11 |
|
|
2024
Q2 | $3.68M | Buy |
110,229
+7,256
| +7% | +$242K | 2.28% | 13 |
|
|
2024
Q1 | $3.59M | Buy |
102,973
+11,583
| +13% | +$403K | 2.24% | 15 |
|
|
2023
Q4 | $2.99M | Buy |
91,390
+3,153
| +4% | +$103K | 2.85% | 8 |
|
|
2023
Q3 | $2.49M | Buy |
88,237
+3,721
| +4% | +$105K | 2.74% | 11 |
|
|
2023
Q2 | $2.41M | Buy |
84,516
+12,674
| +18% | +$361K | 2.53% | 11 |
|
|
2023
Q1 | $1.9M | Hold |
71,842
| – | – | 2.06% | 18 |
|
|
2022
Q4 | $1.9M | Buy |
+71,842
| New | +$1.9M | 2.06% | 18 |
|