Southland Equity 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 | $7.31M | Buy |
207,167
+2
| +0% | +$71 | 1.6% | 14 |
|
|
2025
Q1 | $6.94M | Buy |
207,165
+11,340
| +6% | +$380K | 1.62% | 14 |
|
|
2024
Q4 | $7.02M | Buy |
195,825
+2,818
| +1% | +$101K | 1.63% | 13 |
|
|
2024
Q3 | $7.02M | Buy |
193,007
+142,109
| +279% | +$5.17M | 1.71% | 12 |
|
|
2024
Q2 | $1.7M | Buy |
50,898
+38,179
| +300% | +$1.27M | 0.49% | 43 |
|
|
2024
Q1 | $443K | Buy |
12,719
+2,455
| +24% | +$85.5K | 0.12% | 115 |
|
|
2023
Q4 | $336K | Buy |
10,264
+2,666
| +35% | +$87.4K | 0.11% | 131 |
|
|
2023
Q3 | $214K | Buy |
7,598
+229
| +3% | +$6.47K | 0.07% | 176 |
|
|
2023
Q2 | $209K | Buy |
+7,369
| New | +$209K | 0.07% | 175 |
|
|
2022
Q2 | – | Sell |
-7,730
| Closed | -$215K | – | 175 |
|
|
2022
Q1 | $215K | Buy |
+7,730
| New | +$215K | 0.09% | 163 |
|