Tyler-Stone Wealth Management’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 | $1.45M | Buy |
41,034
+2,839
| +7% | +$100K | 0.23% | 87 |
|
|
2025
Q1 | $1.28M | Buy |
38,195
+1,921
| +5% | +$64.4K | 0.23% | 86 |
|
|
2024
Q4 | $1.3M | Buy |
36,274
+4,457
| +14% | +$160K | 0.23% | 79 |
|
|
2024
Q3 | $1.16M | Buy |
31,817
+16,123
| +103% | +$587K | 0.22% | 85 |
|
|
2024
Q2 | $524K | Buy |
15,694
+336
| +2% | +$11.2K | 0.22% | 89 |
|
|
2024
Q1 | $535K | Buy |
15,358
+1,451
| +10% | +$50.5K | 0.24% | 88 |
|
|
2023
Q4 | $456K | Buy |
13,907
+614
| +5% | +$20.1K | 0.23% | 91 |
|
|
2023
Q3 | $375K | Buy |
13,293
+1,486
| +13% | +$41.9K | 0.21% | 97 |
|
|
2023
Q2 | $334K | Buy |
+11,807
| New | +$334K | 0.19% | 104 |
|
|
2022
Q4 | $180K | Buy |
+6,905
| New | +$180K | 0.12% | 151 |
|