U.S. Capital Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.31M | Buy |
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|
2025
Q2 | $1.21M | Buy |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.47M | Buy |
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|
2024
Q3 | $430K | Hold |
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|
2024
Q2 | $395K | Hold |
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|
2024
Q1 | $412K | Buy |
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|
2023
Q4 | $335K | Sell |
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|
2023
Q3 | $319K | Sell |
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|
2023
Q2 | $321K | Sell |
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|
2023
Q1 | $302K | Sell |
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|
2022
Q4 | $303K | Hold |
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|
2022
Q3 | $269K | Buy |
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|
2022
Q2 | $242K | Buy |
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