Wagner Wealth Management’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 | $16.1M | Buy |
456,314
+18,713
| +4% | +$660K | 3.67% | 9 |
|
|
2025
Q1 | $14.7M | Buy |
437,601
+45,435
| +12% | +$1.52M | 3.65% | 9 |
|
|
2024
Q4 | $14.1M | Buy |
392,166
+19,271
| +5% | +$691K | 3.63% | 8 |
|
|
2024
Q3 | $13.6M | Buy |
372,895
+26,994
| +8% | +$982K | 3.66% | 9 |
|
|
2024
Q2 | $11.5M | Buy |
345,901
+16,128
| +5% | +$538K | 3.45% | 9 |
|
|
2024
Q1 | $11.5M | Buy |
+329,773
| New | +$11.5M | 3.5% | 9 |
|