Regal Investment Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $765K | Sell |
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|
2024
Q4 | $855K | Buy |
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|
2024
Q3 | $521K | Sell |
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|
2024
Q2 | $556K | Sell |
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|
2024
Q1 | $645K | Sell |
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|
2023
Q4 | $818K | Sell |
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|
2023
Q3 | $777K | Sell |
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|
2023
Q2 | $5.57M | Buy |
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|
2023
Q1 | $5.16M | Sell |
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|
2022
Q4 | $7.79M | Sell |
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|
2022
Q3 | $7.07M | Sell |
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|
2022
Q2 | $8.49M | Buy |
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|
2022
Q1 | $9.25M | Buy |
|