Southland Equity Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.53M | Sell |
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|
2025
Q2 | $7.31M | Buy |
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|
2025
Q1 | $6.94M | Buy |
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|
2024
Q4 | $7.02M | Buy |
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|
2024
Q3 | $7.02M | Buy |
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|
2024
Q2 | $1.7M | Buy |
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|
2024
Q1 | $443K | Buy |
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|
2023
Q4 | $336K | Buy |
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|
2023
Q3 | $214K | Buy |
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|
2023
Q2 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $215K | Buy |
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