Regal Investment 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 | $1.19M | Buy |
33,632
+10,785
| +47% | +$380K | 0.09% | 211 |
|
|
2025
Q1 | $765K | Sell |
22,847
-1,003
| -4% | -$33.6K | 0.06% | 254 |
|
|
2024
Q4 | $855K | Buy |
23,850
+9,531
| +67% | +$342K | 0.06% | 246 |
|
|
2024
Q3 | $521K | Sell |
14,319
-2,333
| -14% | -$84.9K | 0.04% | 349 |
|
|
2024
Q2 | $556K | Sell |
16,652
-1,881
| -10% | -$62.8K | 0.04% | 333 |
|
|
2024
Q1 | $645K | Sell |
18,533
-6,431
| -26% | -$224K | 0.04% | 312 |
|
|
2023
Q4 | $818K | Sell |
24,964
-2,575
| -9% | -$84.4K | 0.06% | 250 |
|
|
2023
Q3 | $777K | Sell |
27,539
-169,070
| -86% | -$4.77M | 0.07% | 233 |
|
|
2023
Q2 | $5.57M | Buy |
196,609
+3,009
| +2% | +$85.2K | 0.47% | 58 |
|
|
2023
Q1 | $5.16M | Sell |
193,600
-105,513
| -35% | -$2.81M | 0.46% | 63 |
|
|
2022
Q4 | $7.79M | Sell |
299,113
-6,651
| -2% | -$173K | 0.75% | 31 |
|
|
2022
Q3 | $7.07M | Sell |
305,764
-49,836
| -14% | -$1.15M | 0.75% | 29 |
|
|
2022
Q2 | $8.49M | Buy |
355,600
+23,713
| +7% | +$566K | 0.88% | 26 |
|
|
2022
Q1 | $9.25M | Buy |
+331,887
| New | +$9.25M | 0.85% | 26 |
|