Presidio Capital 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 | $312K | Buy |
8,848
+1,410
| +19% | +$49.7K | 0.12% | 48 |
|
|
2025
Q1 | $249K | Sell |
7,438
-245,308
| -97% | -$8.22M | 0.1% | 55 |
|
|
2024
Q4 | $9.06M | Sell |
252,746
-85,079
| -25% | -$3.05M | 4.85% | 8 |
|
|
2024
Q3 | $12.3M | Buy |
337,825
+46,999
| +16% | +$1.71M | 7.85% | 5 |
|
|
2024
Q2 | $9.71M | Sell |
290,826
-7,804
| -3% | -$260K | 6.79% | 5 |
|
|
2024
Q1 | $10.4M | Buy |
+298,630
| New | +$10.4M | 7.58% | 5 |
|