Stratos Wealth 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 | $8.27M | Buy |
234,479
+1,340
| +0.6% | +$47.3K | 0.11% | 191 |
|
|
2025
Q1 | $7.81M | Buy |
233,139
+55,368
| +31% | +$1.85M | 0.12% | 182 |
|
|
2024
Q4 | $6.37M | Buy |
177,771
+22,329
| +14% | +$800K | 0.09% | 221 |
|
|
2024
Q3 | $5.66M | Sell |
155,442
-6,521
| -4% | -$237K | 0.08% | 244 |
|
|
2024
Q2 | $5.41M | Buy |
161,963
+17,478
| +12% | +$583K | 0.09% | 231 |
|
|
2024
Q1 | $5.03M | Buy |
144,485
+20,428
| +16% | +$711K | 0.08% | 243 |
|
|
2023
Q4 | $4.07M | Sell |
124,057
-24,432
| -16% | -$801K | 0.08% | 260 |
|
|
2023
Q3 | $4.19M | Buy |
148,489
+18,953
| +15% | +$535K | 0.09% | 228 |
|
|
2023
Q2 | $3.67M | Buy |
129,536
+11,180
| +9% | +$317K | 0.08% | 242 |
|
|
2023
Q1 | $3.15M | Buy |
118,356
+5,464
| +5% | +$146K | 0.08% | 234 |
|
|
2022
Q4 | $2.94M | Buy |
112,892
+4,364
| +4% | +$114K | 0.07% | 262 |
|
|
2022
Q3 | $2.51M | Buy |
108,528
+48,452
| +81% | +$1.12M | 0.07% | 264 |
|
|
2022
Q2 | $1.44M | Buy |
60,076
+1,946
| +3% | +$46.5K | 0.04% | 399 |
|
|
2022
Q1 | $1.62M | Buy |
58,130
+19,429
| +50% | +$541K | 0.04% | 422 |
|
|
2021
Q4 | $1.17M | Buy |
+38,701
| New | +$1.17M | 0.03% | 512 |
|