Wealthcare Advisory Partners’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 | $9.53M | Buy |
270,260
+9,234
| +4% | +$326K | 0.22% | 93 |
|
|
2025
Q1 | $8.74M | Buy |
261,026
+67,912
| +35% | +$2.28M | 0.23% | 84 |
|
|
2024
Q4 | $6.92M | Buy |
193,114
+49,272
| +34% | +$1.77M | 0.19% | 97 |
|
|
2024
Q3 | $5.23M | Buy |
143,842
+5,561
| +4% | +$202K | 0.15% | 131 |
|
|
2024
Q2 | $4.62M | Buy |
138,281
+2,173
| +2% | +$72.5K | 0.14% | 124 |
|
|
2024
Q1 | $4.74M | Sell |
136,108
-6,448
| -5% | -$225K | 0.16% | 112 |
|
|
2023
Q4 | $4.67M | Buy |
+142,556
| New | +$4.67M | 0.19% | 97 |
|