Quad-Cities Investment Group’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 | $404K | Sell |
11,465
-159
| -1% | -$5.61K | 0.18% | 113 |
|
|
2025
Q1 | $389K | Buy |
11,624
+944
| +9% | +$31.6K | 0.19% | 109 |
|
|
2024
Q4 | $383K | Sell |
10,680
-74
| -0.7% | -$2.65K | 0.19% | 109 |
|
|
2024
Q3 | $391K | Buy |
10,754
+149
| +1% | +$5.42K | 0.2% | 109 |
|
|
2024
Q2 | $354K | Buy |
10,605
+48
| +0.5% | +$1.6K | 0.2% | 110 |
|
|
2024
Q1 | $368K | Buy |
10,557
+2,384
| +29% | +$83K | 0.21% | 108 |
|
|
2023
Q4 | $263K | Buy |
8,173
+26
| +0.3% | +$838 | 0.16% | 136 |
|
|
2023
Q3 | $230K | Buy |
8,147
+15
| +0.2% | +$423 | 0.15% | 147 |
|
|
2023
Q2 | $230K | Sell |
8,132
-1,022
| -11% | -$28.9K | 0.15% | 148 |
|
|
2023
Q1 | $244K | Sell |
9,154
-65
| -0.7% | -$1.73K | 0.17% | 139 |
|
|
2022
Q4 | $240K | Sell |
9,219
-1,454
| -14% | -$37.9K | 0.18% | 141 |
|
|
2022
Q3 | $247K | Sell |
10,673
-2,149
| -17% | -$49.7K | 0.19% | 129 |
|
|
2022
Q2 | $306K | Buy |
12,822
+50
| +0.4% | +$1.19K | 0.23% | 108 |
|
|
2022
Q1 | $356K | Buy |
12,772
+3,932
| +44% | +$110K | 0.23% | 109 |
|
|
2021
Q4 | $268K | Buy |
+8,840
| New | +$268K | 0.17% | 134 |
|