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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-54,635
| Closed | -$1.83M | – | 98 |
|
|
2025
Q1 | $1.83M | Sell |
54,635
-467
| -0.8% | -$15.6K | 0.9% | 16 |
|
|
2024
Q4 | $1.98M | Sell |
55,102
-103
| -0.2% | -$3.69K | 1.02% | 16 |
|
|
2024
Q3 | $2.01M | Buy |
+55,205
| New | +$2.01M | 1.07% | 16 |
|
|
2024
Q2 | – | Sell |
-55,836
| Closed | -$1.94M | – | 83 |
|
|
2024
Q1 | $1.94M | Sell |
55,836
-304
| -0.5% | -$10.6K | 1.15% | 14 |
|
|
2023
Q4 | $1.84M | Buy |
56,140
+3,538
| +7% | +$116K | 1.16% | 15 |
|
|
2023
Q3 | $1.48M | Buy |
52,602
+5,397
| +11% | +$152K | 1.1% | 14 |
|
|
2023
Q2 | $1.34M | Buy |
47,205
+3,269
| +7% | +$92.5K | 0.88% | 14 |
|
|
2023
Q1 | $1.17M | Buy |
43,936
+885
| +2% | +$23.6K | 0.83% | 17 |
|
|
2022
Q4 | $1.12M | Buy |
+43,051
| New | +$1.12M | 1.36% | 14 |
|