UCFA
SDVY icon

United Capital Financial Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

United Capital Financial Advisors’s Portfolio SDVY Stock Details SDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-9,125
Closed -$258K – 1114
2023
Q3 		$258K Hold
9,125
– – ﹤0.01% 755
2023
Q2 		$258K Hold
9,125
– – ﹤0.01% 801
2023
Q1 		$243K Buy
+9,125
New +$243K ﹤0.01% 873