Prosperity 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 | $289K | Sell |
8,196
-601
| -7% | -$21.2K | 0.11% | 180 |
|
|
2025
Q1 | $295K | Sell |
8,797
-1,426
| -14% | -$47.8K | 0.14% | 153 |
|
|
2024
Q4 | $366K | Sell |
10,223
-44
| -0.4% | -$1.58K | 0.15% | 133 |
|
|
2024
Q3 | $374K | Buy |
10,267
+1,389
| +16% | +$50.5K | 0.15% | 111 |
|
|
2024
Q2 | $296K | Buy |
8,878
+2,793
| +46% | +$93.2K | 0.15% | 129 |
|
|
2024
Q1 | $212K | Buy |
+6,085
| New | +$212K | 0.1% | 142 |
|