Root Financial Partners’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 | $1.3M | Sell |
36,937
-2,191
| -6% | -$77.3K | 0.13% | 63 |
|
|
2025
Q1 | $1.31M | Sell |
39,128
-169
| -0.4% | -$5.66K | 0.14% | 54 |
|
|
2024
Q4 | $1.41M | Sell |
39,297
-2,930
| -7% | -$105K | 0.17% | 45 |
|
|
2024
Q3 | $1.54M | Sell |
42,227
-2,808
| -6% | -$102K | 0.25% | 39 |
|
|
2024
Q2 | $1.5M | Buy |
45,035
+305
| +0.7% | +$10.2K | 0.35% | 30 |
|
|
2024
Q1 | $1.56M | Sell |
44,730
-189
| -0.4% | -$6.58K | 0.46% | 27 |
|
|
2023
Q4 | $1.47M | Buy |
44,919
+2,699
| +6% | +$88.4K | 0.55% | 22 |
|
|
2023
Q3 | $1.19M | Buy |
42,220
+764
| +2% | +$21.6K | 0.63% | 21 |
|
|
2023
Q2 | $1.17M | Sell |
41,456
-4,812
| -10% | -$136K | 0.7% | 22 |
|
|
2023
Q1 | $1.23M | Buy |
+46,268
| New | +$1.23M | 0.88% | 20 |
|