TCM
Triumph Capital Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.04M | Buy |
227,920
+12,499
| +6% | +$441K | 2.41% | 6 |
|
|
2025
Q1 | $7.22M | Buy |
215,421
+2,092
| +1% | +$70.1K | 2.4% | 7 |
|
|
2024
Q4 | $7.65M | Buy |
213,329
+26,120
| +14% | +$936K | 2.62% | 5 |
|
|
2024
Q3 | $6.81M | Buy |
187,209
+34,056
| +22% | +$1.24M | 2.43% | 6 |
|
|
2024
Q2 | $5.11M | Buy |
153,153
+121,854
| +389% | +$4.07M | 2% | 10 |
|
|
2024
Q1 | $1.08M | Buy |
+31,299
| New | +$1.08M | 0.44% | 50 |
|