Stratos Wealth Advisors’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 | $9.09M | Buy |
257,560
+42,035
| +20% | +$1.48M | 0.48% | 51 |
|
|
2025
Q1 | $7.22M | Buy |
215,525
+181,183
| +528% | +$6.07M | 0.39% | 64 |
|
|
2024
Q4 | $1.23M | Sell |
34,342
-66,011
| -66% | -$2.37M | 0.06% | 299 |
|
|
2024
Q3 | $3.65M | Buy |
100,353
+13,002
| +15% | +$473K | 0.17% | 133 |
|
|
2024
Q2 | $2.92M | Sell |
87,351
-3,982
| -4% | -$133K | 0.14% | 154 |
|
|
2024
Q1 | $3.18M | Buy |
91,333
+19,407
| +27% | +$676K | 0.19% | 130 |
|
|
2023
Q4 | $2.36M | Buy |
71,926
+34,196
| +91% | +$1.12M | 0.14% | 192 |
|
|
2023
Q3 | $1.07M | Sell |
37,730
-482
| -1% | -$13.6K | 0.07% | 289 |
|
|
2023
Q2 | $1.08M | Buy |
+38,212
| New | +$1.08M | 0.08% | 290 |
|
|
2023
Q1 | – | Sell |
-26,834
| Closed | -$699K | – | 631 |
|
|
2022
Q4 | $699K | Sell |
26,834
-1,105
| -4% | -$28.8K | 0.06% | 340 |
|
|
2022
Q3 | $646K | Sell |
27,939
-1,068
| -4% | -$24.7K | 0.07% | 311 |
|
|
2022
Q2 | $693K | Buy |
29,007
+271
| +0.9% | +$6.47K | 0.06% | 312 |
|
|
2022
Q1 | $801K | Buy |
+28,736
| New | +$801K | 0.07% | 308 |
|