Parallel Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Buy |
10,492
+1,420
| +16% | +$50.1K | 0.01% | 746 |
|
|
2025
Q1 | $304K | Sell |
9,072
-142
| -2% | -$4.76K | 0.01% | 770 |
|
|
2024
Q4 | $330K | Buy |
+9,214
| New | +$330K | 0.01% | 728 |
|
|
2023
Q4 | – | Sell |
-205
| Closed | -$5.79K | – | 3448 |
|
|
2023
Q3 | $5.79K | Hold |
205
| – | – | ﹤0.01% | 2453 |
|
|
2023
Q2 | $5.8K | Buy |
+205
| New | +$5.8K | ﹤0.01% | 2380 |
|