Western Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $24.8M | Buy |
|
|||||
|
2025
Q2 | $21.1M | Sell |
|
|||||
|
2025
Q1 | $21.6M | Buy |
|
|||||
|
2024
Q4 | $21.7M | Buy |
|
|||||
|
2024
Q3 | $19.3M | Buy |
|
|||||
|
2024
Q2 | $12.2M | Buy |
|
|||||
|
2024
Q1 | $12M | Buy |
|
|||||
|
2023
Q4 | $10.4M | Buy |
|
|||||
|
2023
Q3 | $5.03M | Buy |
|
|||||
|
2023
Q2 | $3.15M | Sell |
|
|||||
|
2023
Q1 | $3.21M | Buy |
|
|||||
|
2022
Q4 | $2.82M | Sell |
|
|||||
|
2022
Q3 | $3.29M | Buy |
|
|||||
|
2022
Q2 | $2.87M | Sell |
|
|||||
|
2022
Q1 | $4.96M | Buy |
|