Wealth Enhancement Advisory Services’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 | $21M | Sell |
575,263
-65,720
| -10% | -$2.4M | 0.03% | 410 |
|
|
2025
Q1 | $21.5M | Buy |
640,983
+2,030
| +0.3% | +$68K | 0.04% | 376 |
|
|
2024
Q4 | $22.9M | Buy |
638,953
+72,285
| +13% | +$2.59M | 0.04% | 347 |
|
|
2024
Q3 | $20.6M | Buy |
566,668
+32,983
| +6% | +$1.2M | 0.04% | 345 |
|
|
2024
Q2 | $17.8M | Buy |
533,685
+15,155
| +3% | +$506K | 0.04% | 350 |
|
|
2024
Q1 | $18.1M | Buy |
518,530
+48,352
| +10% | +$1.68M | 0.05% | 346 |
|
|
2023
Q4 | $15.4M | Buy |
470,178
+92,392
| +24% | +$3.03M | 0.04% | 351 |
|
|
2023
Q3 | $10.7M | Buy |
+377,786
| New | +$10.7M | 0.04% | 391 |
|
|
2022
Q3 | – | Sell |
-242,647
| Closed | -$5.92M | – | 379 |
|
|
2022
Q2 | $5.92M | Buy |
242,647
+51,177
| +27% | +$1.25M | 0.08% | 112 |
|
|
2022
Q1 | $5.32M | Buy |
+191,470
| New | +$5.32M | 0.07% | 128 |
|