SeaCrest Wealth 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
Q1 | – | Sell |
-12,778
| Closed | -$458K | – | 691 |
|
|
2024
Q4 | $458K | Sell |
12,778
-398
| -3% | -$14.3K | 0.05% | 357 |
|
|
2024
Q3 | $479K | Buy |
13,176
+1,492
| +13% | +$54.3K | 0.05% | 348 |
|
|
2024
Q2 | $390K | Buy |
11,684
+575
| +5% | +$19.2K | 0.04% | 386 |
|
|
2024
Q1 | $387K | Buy |
+11,109
| New | +$387K | 0.05% | 372 |
|
|
2022
Q3 | – | Sell |
-2,000
| Closed | -$48K | – | 1352 |
|
|
2022
Q2 | $48K | Buy |
+2,000
| New | +$48K | 0.01% | 1142 |
|