WWA
WCG Wealth 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 | $4.78M | Buy |
135,445
+11,866
| +10% | +$419K | 0.31% | 87 |
|
|
2025
Q1 | $4.14M | Buy |
123,579
+109,465
| +776% | +$3.67M | 0.31% | 88 |
|
|
2024
Q4 | $506K | Sell |
14,114
-9,666
| -41% | -$347K | 0.03% | 258 |
|
|
2024
Q3 | $865K | Buy |
23,780
+2,503
| +12% | +$91K | 0.06% | 234 |
|
|
2024
Q2 | $710K | Buy |
21,277
+4,871
| +30% | +$163K | 0.05% | 222 |
|
|
2024
Q1 | $571K | Buy |
16,406
+3,829
| +30% | +$133K | 0.05% | 211 |
|
|
2023
Q4 | $412K | Sell |
12,577
-746
| -6% | -$24.4K | 0.03% | 262 |
|
|
2023
Q3 | $376K | Buy |
+13,323
| New | +$376K | 0.03% | 256 |
|
|
2022
Q4 | – | Sell |
-9,434
| Closed | -$223K | – | 255 |
|
|
2022
Q3 | $223K | Sell |
9,434
-175
| -2% | -$4.14K | 0.03% | 261 |
|
|
2022
Q2 | $229K | Buy |
+9,609
| New | +$229K | 0.03% | 246 |
|