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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
34,354
+902
| +3% | +$31.8K | 0.04% | 387 |
|
|
2025
Q1 | $1.12M | Sell |
33,452
-7,609
| -19% | -$255K | 0.03% | 405 |
|
|
2024
Q4 | $1.47M | Buy |
41,061
+29,228
| +247% | +$1.05M | 0.05% | 357 |
|
|
2024
Q3 | $430K | Hold |
11,833
| – | – | 0.02% | 512 |
|
|
2024
Q2 | $395K | Hold |
11,833
| – | – | 0.02% | 501 |
|
|
2024
Q1 | $412K | Buy |
11,833
+1,618
| +16% | +$56.3K | 0.02% | 498 |
|
|
2023
Q4 | $335K | Sell |
10,215
-1,075
| -10% | -$35.2K | 0.01% | 531 |
|
|
2023
Q3 | $319K | Sell |
11,290
-35
| -0.3% | -$988 | 0.01% | 510 |
|
|
2023
Q2 | $321K | Sell |
11,325
-15
| -0.1% | -$425 | 0.02% | 520 |
|
|
2023
Q1 | $302K | Sell |
11,340
-285
| -2% | -$7.6K | 0.01% | 535 |
|
|
2022
Q4 | $303K | Hold |
11,625
| – | – | 0.01% | 531 |
|
|
2022
Q3 | $269K | Buy |
11,625
+1,500
| +15% | +$34.7K | 0.01% | 536 |
|
|
2022
Q2 | $242K | Buy |
+10,125
| New | +$242K | 0.01% | 588 |
|