SWM
SFG Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,540
| Closed | -$688K | – | 116 |
|
|
2025
Q1 | $688K | Buy |
20,540
+82
| +0.4% | +$2.75K | 0.34% | 55 |
|
|
2024
Q4 | $733K | Sell |
20,458
-1,393
| -6% | -$49.9K | 0.38% | 42 |
|
|
2024
Q3 | $795K | Buy |
21,851
+71
| +0.3% | +$2.58K | 0.42% | 40 |
|
|
2024
Q2 | $727K | Buy |
21,780
+82
| +0.4% | +$2.74K | 0.41% | 37 |
|
|
2024
Q1 | $756K | Buy |
21,698
+1,655
| +8% | +$57.6K | 0.45% | 35 |
|
|
2023
Q4 | $657K | Buy |
20,043
+3,779
| +23% | +$124K | 0.44% | 39 |
|
|
2023
Q3 | $459K | Buy |
+16,264
| New | +$459K | 0.36% | 47 |
|