Private Client Services’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 | – | Sell |
-7,954
| Closed | -$266K | – | 222 |
|
|
2025
Q1 | $266K | Sell |
7,954
-132
| -2% | -$4.42K | 0.13% | 147 |
|
|
2024
Q4 | $290K | Buy |
8,086
+726
| +10% | +$26K | 0.16% | 126 |
|
|
2024
Q3 | $268K | Buy |
7,360
+431
| +6% | +$15.7K | 0.14% | 131 |
|
|
2024
Q2 | $231K | Buy |
6,929
+426
| +7% | +$14.2K | 0.15% | 122 |
|
|
2024
Q1 | $226K | Buy |
+6,503
| New | +$226K | 0.15% | 117 |
|