Raleigh 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 | $29 | Hold |
1
| – | – | ﹤0.01% | 611 |
|
|
2025
Q1 | $28 | Sell |
1
-3,936
| -100% | -$110K | ﹤0.01% | 547 |
|
|
2024
Q4 | $141K | Sell |
3,937
-53
| -1% | -$1.9K | 0.05% | 226 |
|
|
2024
Q3 | $145K | Sell |
3,990
-546
| -12% | -$19.9K | 0.06% | 226 |
|
|
2024
Q2 | $151K | Sell |
4,536
-10
| -0.2% | -$334 | 0.06% | 219 |
|
|
2024
Q1 | $158K | Buy |
+4,546
| New | +$158K | 0.07% | 217 |
|
|
2023
Q4 | – | Sell |
-18
| Closed | -$508 | – | 1181 |
|
|
2023
Q3 | $508 | Hold |
18
| – | – | ﹤0.01% | 879 |
|
|
2023
Q2 | $510 | Sell |
18
-578
| -97% | -$16.4K | ﹤0.01% | 788 |
|
|
2023
Q1 | $15.9K | Sell |
596
-1,028
| -63% | -$27.4K | 0.01% | 415 |
|
|
2022
Q4 | $42.3K | Buy |
1,624
+814
| +100% | +$21.2K | 0.02% | 247 |
|
|
2022
Q3 | $19K | Sell |
810
-38
| -4% | -$891 | 0.01% | 294 |
|
|
2022
Q2 | $20K | Buy |
848
+47
| +6% | +$1.11K | 0.01% | 297 |
|
|
2022
Q1 | $22K | Buy |
+801
| New | +$22K | 0.01% | 292 |
|