San Luis Wealth 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 | – | Sell |
-182,774
| Closed | -$6.12M | – | 153 |
|
|
2025
Q1 | $6.12M | Sell |
182,774
-16,010
| -8% | -$536K | 1.38% | 19 |
|
|
2024
Q4 | $7.13M | Buy |
198,784
+18,435
| +10% | +$661K | 1.35% | 17 |
|
|
2024
Q3 | $6.56M | Buy |
180,349
+125,606
| +229% | +$4.57M | 1.36% | 16 |
|
|
2024
Q2 | $1.83M | Sell |
54,743
-1,950
| -3% | -$65.1K | 0.44% | 42 |
|
|
2024
Q1 | $1.97M | Buy |
+56,693
| New | +$1.97M | 1.04% | 20 |
|