Team Financial Group’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 | $361K | Sell |
10,239
-3,959
| -28% | -$140K | 0.18% | 31 |
|
|
2025
Q1 | $476K | Sell |
14,198
-35,287
| -71% | -$1.18M | 0.27% | 25 |
|
|
2024
Q4 | $1.77M | Sell |
49,485
-9,752
| -16% | -$350K | 1.02% | 18 |
|
|
2024
Q3 | $2.16M | Buy |
59,237
+1,322
| +2% | +$48.1K | 1.28% | 14 |
|
|
2024
Q2 | $1.93M | Buy |
57,915
+33,954
| +142% | +$1.13M | 1.24% | 15 |
|
|
2024
Q1 | $834K | Buy |
+23,961
| New | +$834K | 0.56% | 19 |
|