Second Half 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 | $313K | Hold |
8,870
| – | – | 0.15% | 62 |
|
|
2025
Q1 | $297K | Sell |
8,870
-512
| -5% | -$17.2K | 0.15% | 65 |
|
|
2024
Q4 | $336K | Sell |
9,382
-358
| -4% | -$12.8K | 0.16% | 70 |
|
|
2024
Q3 | $354K | Buy |
9,740
+365
| +4% | +$13.3K | 0.19% | 69 |
|
|
2024
Q2 | $313K | Buy |
+9,375
| New | +$313K | 0.25% | 31 |
|
|
2023
Q3 | – | Sell |
-123,235
| Closed | -$3.49M | – | 118 |
|
|
2023
Q2 | $3.49M | Buy |
+123,235
| New | +$3.49M | 0.8% | 37 |
|