World Investment Advisors’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 | $1.02M | Sell |
28,856
-1,526
| -5% | -$53.8K | 0.02% | 516 |
|
|
2025
Q1 | $1.02M | Sell |
30,382
-474
| -2% | -$15.9K | 0.03% | 502 |
|
|
2024
Q4 | $1.11M | Buy |
30,856
+1,653
| +6% | +$59.3K | 0.03% | 451 |
|
|
2024
Q3 | $1.06M | Buy |
29,203
+2,151
| +8% | +$78.3K | 0.03% | 411 |
|
|
2024
Q2 | $903K | Buy |
27,052
+1,479
| +6% | +$49.4K | 0.06% | 288 |
|
|
2024
Q1 | $890K | Buy |
+25,573
| New | +$890K | 0.13% | 150 |
|