Pitti Group Wealth Management’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 | $526K | Buy |
14,922
+628
| +4% | +$22.2K | 0.45% | 43 |
|
|
2025
Q1 | $479K | Buy |
14,294
+784
| +6% | +$26.3K | 0.49% | 44 |
|
|
2024
Q4 | $484K | Buy |
13,510
+5,605
| +71% | +$201K | 0.49% | 49 |
|
|
2024
Q3 | $259K | Hold |
7,905
| – | – | 0.28% | 57 |
|
|
2024
Q2 | $259K | Sell |
7,905
-525
| -6% | -$17.2K | 0.28% | 57 |
|
|
2024
Q1 | $283K | Buy |
8,430
+525
| +7% | +$17.6K | 0.32% | 53 |
|
|
2023
Q4 | $259K | Buy |
7,905
+103
| +1% | +$3.38K | 0.28% | 57 |
|
|
2023
Q3 | $220K | Buy |
7,802
+91
| +1% | +$2.57K | 0.25% | 62 |
|
|
2023
Q2 | $218K | Buy |
7,711
+166
| +2% | +$4.7K | 0.24% | 58 |
|
|
2023
Q1 | $201K | Buy |
+7,545
| New | +$201K | 0.22% | 68 |
|