Total Clarity Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $419K | Sell |
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|
2025
Q4 | $420K | Sell |
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|
2025
Q3 | $420K | Sell |
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|
2025
Q2 | $406K | Buy |
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|
2025
Q1 | $394K | Hold |
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|
2024
Q4 | $394K | Buy |
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|
2024
Q3 | $209K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $36K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $11K | Hold |
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|
2021
Q3 | $10K | Buy |
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