TrueWealth Advisors’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 | $9.28M | Buy |
263,145
+1,210
| +0.5% | +$42.7K | 2.75% | 8 |
|
|
2025
Q1 | $8.77M | Buy |
261,935
+10,198
| +4% | +$342K | 2.88% | 8 |
|
|
2024
Q4 | $9.02M | Sell |
251,737
-4,991
| -2% | -$179K | 3.01% | 5 |
|
|
2024
Q3 | $9.34M | Sell |
256,728
-41,341
| -14% | -$1.5M | 3.12% | 4 |
|
|
2024
Q2 | $9.95M | Buy |
298,069
+56,515
| +23% | +$1.89M | 3.68% | 4 |
|
|
2024
Q1 | $8.41M | Sell |
241,554
-75,172
| -24% | -$2.62M | 3.25% | 6 |
|
|
2023
Q4 | $10.4M | Buy |
316,726
+18,166
| +6% | +$595K | 4.02% | 5 |
|
|
2023
Q3 | $8.43M | Sell |
298,560
-1,045
| -0.3% | -$29.5K | 3.56% | 8 |
|
|
2023
Q2 | $8.48M | Buy |
299,605
+7,120
| +2% | +$202K | 3.48% | 7 |
|
|
2023
Q1 | $7.79M | Buy |
292,485
+27,374
| +10% | +$730K | 3.27% | 8 |
|
|
2022
Q4 | $6.91M | Sell |
265,111
-1,265
| -0.5% | -$33K | 3.02% | 8 |
|
|
2022
Q3 | $6.16M | Buy |
266,376
+16,442
| +7% | +$380K | 2.92% | 10 |
|
|
2022
Q2 | $5.97M | Buy |
+249,934
| New | +$5.97M | 2.78% | 7 |
|