Valmark Advisers’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
2022
Q4
Sell
-60,530
Closed -$1.4M 462
2022
Q3
$1.4M Buy
60,530
+254
+0.4% +$5.88K 0.03% 155
2022
Q2
$1.44M Buy
60,276
+6,549
+12% +$156K 0.03% 152
2022
Q1
$1.5M Buy
53,727
+2,690
+5% +$75K 0.03% 159
2021
Q4
$1.55M Buy
+51,037
New +$1.55M 0.03% 146