TPA
Trivium Point Advisory’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 | $2.82M | Buy |
80,066
+3,494
| +5% | +$123K | 0.31% | 90 |
|
|
2025
Q1 | $2.57M | Buy |
76,572
+14,953
| +24% | +$501K | 0.32% | 90 |
|
|
2024
Q4 | $2.21M | Buy |
61,619
+4,565
| +8% | +$164K | 0.28% | 103 |
|
|
2024
Q3 | $2.2M | Buy |
57,054
+30,357
| +114% | +$1.17M | 0.31% | 99 |
|
|
2024
Q2 | $891K | Buy |
26,697
+9,006
| +51% | +$301K | 0.13% | 165 |
|
|
2024
Q1 | $616K | Buy |
+17,691
| New | +$616K | 0.13% | 141 |
|