Wintrust Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $783K | Buy |
21,854
+3,303
| +18% | +$118K | 0.69% | 30 |
|
|
2024
Q3 | $674K | Sell |
18,551
-160,979
| -90% | -$5.85M | 0.5% | 36 |
|
|
2024
Q2 | $5.99M | Buy |
179,530
+3,372
| +2% | +$113K | 0.49% | 36 |
|
|
2024
Q1 | $6.13M | Buy |
176,158
+22,810
| +15% | +$794K | 0.54% | 41 |
|
|
2023
Q4 | $5.03M | Buy |
153,348
+6,596
| +4% | +$216K | 0.49% | 37 |
|
|
2023
Q3 | $4.14M | Buy |
146,752
+124,493
| +559% | +$3.51M | 0.43% | 45 |
|
|
2023
Q2 | $630K | Sell |
22,259
-2,081
| -9% | -$58.9K | 0.06% | 237 |
|
|
2023
Q1 | $649K | Sell |
24,340
-2,270
| -9% | -$60.5K | 0.08% | 178 |
|
|
2022
Q4 | $693K | Sell |
26,610
-73,870
| -74% | -$1.92M | 0.09% | 174 |
|
|
2022
Q3 | $2.32M | Sell |
100,480
-45,027
| -31% | -$1.04M | 0.29% | 68 |
|
|
2022
Q2 | $3.48M | Sell |
145,507
-2,833
| -2% | -$67.7K | 0.42% | 45 |
|
|
2022
Q1 | $4.13M | Buy |
148,340
+137,340
| +1,249% | +$3.83M | 0.4% | 44 |
|
|
2021
Q4 | $333K | Buy |
+11,000
| New | +$333K | 0.03% | 323 |
|