Visionary 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 | $8.39M | Sell |
237,853
-8,337
| -3% | -$294K | 0.43% | 61 |
|
|
2025
Q1 | $8.25M | Sell |
246,190
-84,307
| -26% | -$2.82M | 0.5% | 57 |
|
|
2024
Q4 | $11.8M | Sell |
330,497
-38,067
| -10% | -$1.36M | 0.69% | 34 |
|
|
2024
Q3 | $13.4M | Buy |
368,564
+59,414
| +19% | +$2.16M | 0.82% | 21 |
|
|
2024
Q2 | $10.3M | Buy |
309,150
+12,665
| +4% | +$423K | 0.67% | 32 |
|
|
2024
Q1 | $10.3M | Buy |
296,485
+165,277
| +126% | +$5.75M | 0.7% | 32 |
|
|
2023
Q4 | $4.3M | Buy |
131,208
+89,225
| +213% | +$2.92M | 0.32% | 87 |
|
|
2023
Q3 | $1.19M | Buy |
+41,983
| New | +$1.19M | 0.1% | 195 |
|