Western Wealth Management’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 | $21.1M | Sell |
599,077
-46,636
| -7% | -$1.65M | 1.25% | 15 |
|
|
2025
Q1 | $21.6M | Buy |
645,713
+40,483
| +7% | +$1.36M | 1.43% | 12 |
|
|
2024
Q4 | $21.7M | Buy |
605,230
+75,097
| +14% | +$2.69M | 1.41% | 13 |
|
|
2024
Q3 | $19.3M | Buy |
530,133
+164,816
| +45% | +$6M | 1.1% | 16 |
|
|
2024
Q2 | $12.2M | Buy |
365,317
+21,540
| +6% | +$719K | 0.9% | 23 |
|
|
2024
Q1 | $12M | Buy |
343,777
+26,270
| +8% | +$915K | 0.93% | 19 |
|
|
2023
Q4 | $10.4M | Buy |
317,507
+139,214
| +78% | +$4.56M | 0.75% | 26 |
|
|
2023
Q3 | $5.03M | Buy |
178,293
+66,885
| +60% | +$1.89M | 0.43% | 45 |
|
|
2023
Q2 | $3.15M | Sell |
111,408
-8,881
| -7% | -$251K | 0.27% | 81 |
|
|
2023
Q1 | $3.21M | Buy |
120,289
+12,228
| +11% | +$326K | 0.3% | 77 |
|
|
2022
Q4 | $2.82M | Sell |
108,061
-34,304
| -24% | -$894K | 0.29% | 84 |
|
|
2022
Q3 | $3.29M | Buy |
142,365
+22,517
| +19% | +$521K | 0.19% | 117 |
|
|
2022
Q2 | $2.87M | Sell |
119,848
-58,014
| -33% | -$1.39M | 0.16% | 140 |
|
|
2022
Q1 | $4.96M | Buy |
+177,862
| New | +$4.96M | 0.24% | 91 |
|