World Equity Group’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 | $495K | Sell |
14,022
-120,489
| -90% | -$4.25M | 0.13% | 160 |
|
|
2025
Q1 | $4.51M | Buy |
134,511
+13,457
| +11% | +$451K | 1.29% | 13 |
|
|
2024
Q4 | $4.34M | Buy |
121,054
+5,072
| +4% | +$182K | 0.93% | 23 |
|
|
2024
Q3 | $4.22M | Buy |
115,982
+7,484
| +7% | +$272K | 1.52% | 11 |
|
|
2024
Q2 | $3.62M | Buy |
108,498
+423
| +0.4% | +$14.1K | 1.08% | 20 |
|
|
2024
Q1 | $3.76M | Buy |
+108,075
| New | +$3.76M | 0.77% | 27 |
|
|
2023
Q4 | – | Sell |
-64,416
| Closed | -$1.44M | – | 369 |
|
|
2023
Q3 | $1.44M | Buy |
64,416
+31,278
| +94% | +$700K | 0.3% | 80 |
|
|
2023
Q2 | $938K | Buy |
+33,138
| New | +$938K | 0.28% | 94 |
|