Summit 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 | $671K | Sell |
19,015
-34,935
| -65% | -$1.23M | 0.13% | 109 |
|
|
2025
Q1 | $1.81M | Sell |
53,950
-11,315
| -17% | -$379K | 0.37% | 54 |
|
|
2024
Q4 | $2.34M | Sell |
65,265
-8,205
| -11% | -$294K | 0.48% | 44 |
|
|
2024
Q3 | $2.67M | Buy |
73,470
+11,551
| +19% | +$420K | 0.51% | 40 |
|
|
2024
Q2 | $2.07M | Buy |
61,919
+20,819
| +51% | +$695K | 0.43% | 45 |
|
|
2024
Q1 | $1.43M | Buy |
41,100
+22,313
| +119% | +$777K | 0.31% | 61 |
|
|
2023
Q4 | $616K | Buy |
+18,787
| New | +$616K | 0.14% | 102 |
|