Secured Retirement 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 | $1.6M | Sell |
45,340
-1,400
| -3% | -$49.4K | 0.95% | 32 |
|
|
2025
Q1 | $1.57M | Sell |
46,740
-28,709
| -38% | -$962K | 1.01% | 24 |
|
|
2024
Q4 | $2.7M | Buy |
75,449
+1,807
| +2% | +$64.8K | 1.55% | 9 |
|
|
2024
Q3 | $2.68M | Sell |
73,642
-1,729
| -2% | -$62.9K | 1.93% | 7 |
|
|
2024
Q2 | $2.52M | Sell |
75,371
-838
| -1% | -$28K | 1.96% | 8 |
|
|
2024
Q1 | $2.65M | Buy |
76,209
+1,051
| +1% | +$36.6K | 2.25% | 8 |
|
|
2023
Q4 | $2.46M | Buy |
+75,158
| New | +$2.46M | 2.37% | 7 |
|