Summit Investment Advisory Services’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 | $1.87M | Sell |
|
|||||
|
2025
Q2 | $1.85M | Sell |
|
|||||
|
2025
Q1 | $1.83M | Sell |
|
|||||
|
2024
Q4 | $1.98M | Sell |
|
|||||
|
2024
Q3 | $2.01M | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $1.94M | Sell |
|
|||||
|
2023
Q4 | $1.84M | Buy |
|
|||||
|
2023
Q3 | $1.48M | Buy |
|
|||||
|
2023
Q2 | $1.34M | Buy |
|
|||||
|
2023
Q1 | $1.17M | Buy |
|
|||||
|
2022
Q4 | $1.12M | Buy |
|