PSI Advisors’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 |
-208,535
| Closed | -$6.99M | – | 579 |
|
|
2025
Q1 | $6.99M | Buy |
208,535
+11,460
| +6% | +$384K | 2.27% | 10 |
|
|
2024
Q4 | $7.07M | Buy |
197,075
+13,555
| +7% | +$486K | 2.1% | 12 |
|
|
2024
Q3 | $6.68M | Buy |
183,520
+13,282
| +8% | +$483K | 1.96% | 14 |
|
|
2024
Q2 | $5.68M | Buy |
170,238
+27,621
| +19% | +$922K | 1.8% | 14 |
|
|
2024
Q1 | $4.97M | Buy |
142,617
+31,368
| +28% | +$1.09M | 1.79% | 12 |
|
|
2023
Q4 | $3.65M | Buy |
111,249
+13,079
| +13% | +$429K | 1.36% | 18 |
|
|
2023
Q3 | $2.77M | Buy |
98,170
+7,877
| +9% | +$222K | 1.2% | 18 |
|
|
2023
Q2 | $2.56M | Buy |
90,293
+22,135
| +32% | +$627K | 1.12% | 19 |
|
|
2023
Q1 | $1.82M | Buy |
68,158
+32,673
| +92% | +$871K | 0.88% | 25 |
|
|
2022
Q4 | $924K | Buy |
35,485
+6,556
| +23% | +$171K | 0.49% | 41 |
|
|
2022
Q3 | $669K | Buy |
28,929
+6,820
| +31% | +$158K | 0.35% | 56 |
|
|
2022
Q2 | $528K | Buy |
22,109
+21,132
| +2,163% | +$505K | 0.26% | 76 |
|
|
2022
Q1 | $27K | Buy |
+977
| New | +$27K | 0.01% | 330 |
|