Silver Oak Securities’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 | $2M | Buy |
56,727
+1,836
| +3% | +$64.8K | 0.16% | 141 |
|
|
2025
Q1 | $1.83M | Sell |
54,891
-337
| -0.6% | -$11.3K | 0.17% | 140 |
|
|
2024
Q4 | $1.97M | Buy |
55,228
+2,830
| +5% | +$101K | 0.18% | 124 |
|
|
2024
Q3 | $1.9M | Buy |
52,398
+8,171
| +18% | +$296K | 0.2% | 111 |
|
|
2024
Q2 | $1.48M | Buy |
44,227
+3,193
| +8% | +$107K | 0.22% | 100 |
|
|
2024
Q1 | $1.43M | Sell |
41,034
-2,131
| -5% | -$74.2K | 0.22% | 104 |
|
|
2023
Q4 | $1.41M | Buy |
43,165
+1,533
| +4% | +$50.2K | 0.19% | 125 |
|
|
2023
Q3 | $1.18M | Buy |
41,632
+34,016
| +447% | +$960K | 0.26% | 71 |
|
|
2023
Q2 | $216K | Buy |
7,616
+28
| +0.4% | +$794 | 0.03% | 403 |
|
|
2023
Q1 | $202K | Buy |
+7,588
| New | +$202K | 0.03% | 377 |
|
|
2022
Q4 | – | Sell |
-41,632
| Closed | -$1.18M | – | 456 |
|
|
2022
Q3 | $1.18M | Buy |
+41,632
| New | +$1.18M | 0.26% | 71 |
|