Stonebridge Financial Planning Group’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 | $2.06M | Buy |
58,292
+747
| +1% | +$26.4K | 0.86% | 34 |
|
|
2025
Q1 | $1.93M | Buy |
57,545
+7,613
| +15% | +$255K | 0.88% | 37 |
|
|
2024
Q4 | $1.79M | Buy |
49,932
+11,871
| +31% | +$426K | 0.8% | 38 |
|
|
2024
Q3 | $1.38M | Buy |
38,061
+1,974
| +5% | +$71.8K | 0.66% | 47 |
|
|
2024
Q2 | $1.2M | Buy |
36,087
+23,958
| +198% | +$800K | 0.61% | 49 |
|
|
2024
Q1 | $422K | Buy |
12,129
+3,251
| +37% | +$113K | 0.22% | 110 |
|
|
2023
Q4 | $291K | Buy |
+8,878
| New | +$291K | 0.17% | 124 |
|
|
2022
Q1 | – | Sell |
-1,150
| Closed | -$33K | – | 323 |
|
|
2021
Q4 | $33K | Sell |
1,150
-350
| -23% | -$10K | 0.02% | 252 |
|
|
2021
Q3 | $46K | Buy |
1,500
+600
| +67% | +$18.4K | 0.02% | 227 |
|
|
2021
Q2 | $26K | Buy |
+900
| New | +$26K | 0.01% | 286 |
|