TD Capital Management’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 | $96K | Sell |
2,720
-1,894
| -41% | -$66.8K | 0.01% | 168 |
|
|
2025
Q1 | $155K | Sell |
4,614
-416
| -8% | -$13.9K | 0.02% | 127 |
|
|
2024
Q4 | $180K | Buy |
5,030
+59
| +1% | +$2.12K | 0.02% | 115 |
|
|
2024
Q3 | $181K | Buy |
4,971
+61
| +1% | +$2.22K | 0.02% | 115 |
|
|
2024
Q2 | $164K | Sell |
4,910
-179
| -4% | -$5.98K | 0.02% | 113 |
|
|
2024
Q1 | $177K | Buy |
5,089
+3,063
| +151% | +$107K | 0.02% | 109 |
|
|
2023
Q4 | $66.4K | Buy |
2,026
+439
| +28% | +$14.4K | 0.01% | 159 |
|
|
2023
Q3 | $44.8K | Buy |
+1,587
| New | +$44.8K | 0.01% | 179 |
|