PCG Wealth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.84M | Buy |
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|
2024
Q4 | $1.87M | Buy |
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|
2024
Q3 | $1.78M | Buy |
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|
2024
Q2 | $1.57M | Buy |
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|
2024
Q1 | $1.49M | Sell |
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|
2023
Q4 | $1.99M | Buy |
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|
2023
Q3 | $1.48M | Sell |
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|
2023
Q2 | $1.49M | Buy |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $1.68M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $4.01M | Buy |
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|
2021
Q4 | $3.67M | Buy |
|