Wellington Shields & Co’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
2022
Q1
Sell
-14,716
Closed -$446K 245
2021
Q4
$446K Buy
14,716
+1,138
+8% +$34.5K 0.09% 137
2021
Q3
$384K Buy
13,578
+2,518
+23% +$71.2K 0.13% 134
2021
Q2
$322K Buy
+11,060
New +$322K 0.11% 145