WCFA
Walkner Condon Financial Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
29,910
-17,123
| -36% | -$604K | 0.19% | 97 |
|
|
2025
Q1 | $1.58M | Buy |
47,033
+5,997
| +15% | +$201K | 0.32% | 71 |
|
|
2024
Q4 | $1.47M | Buy |
41,036
+10,671
| +35% | +$383K | 0.3% | 72 |
|
|
2024
Q3 | $1.1M | Buy |
30,365
+2,942
| +11% | +$107K | 0.23% | 91 |
|
|
2024
Q2 | $915K | Buy |
27,423
+2,755
| +11% | +$92K | 0.2% | 100 |
|
|
2024
Q1 | $859K | Buy |
24,668
+375
| +2% | +$13.1K | 0.18% | 106 |
|
|
2023
Q4 | $796K | Buy |
24,293
+7,173
| +42% | +$235K | 0.18% | 110 |
|
|
2023
Q3 | $483K | Sell |
17,120
-60
| -0.3% | -$1.69K | 0.13% | 137 |
|
|
2023
Q2 | $486K | Sell |
17,180
-2,110
| -11% | -$59.7K | 0.13% | 138 |
|
|
2023
Q1 | $514K | Buy |
19,290
+200
| +1% | +$5.33K | 0.14% | 130 |
|
|
2022
Q4 | $497K | Hold |
19,090
| – | – | 0.15% | 124 |
|
|
2022
Q3 | $442K | Sell |
19,090
-3,142
| -14% | -$72.7K | 0.14% | 127 |
|
|
2022
Q2 | $531K | Buy |
22,232
+5,440
| +32% | +$130K | 0.17% | 114 |
|
|
2022
Q1 | $468K | Sell |
16,792
-3,134
| -16% | -$87.3K | 0.13% | 139 |
|
|
2021
Q4 | $604K | Buy |
+19,926
| New | +$604K | 0.39% | 63 |
|