VitalStone Financial’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
2024
Q3
$439K Sell
12,060
-5,125
-30% -$186K 0.3% 68
2024
Q2
$574K Buy
17,185
+2,426
+16% +$81K 0.42% 49
2024
Q1
$514K Buy
14,759
+13,577
+1,149% +$473K 0.39% 49
2023
Q4
$39K Buy
+1,182
New +$39K 0.03% 176