Ameriprise’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-13,151
| Closed | -$441K | – | 4064 |
|
2025
Q1 | $441K | Sell |
13,151
-9,994
| -43% | -$335K | ﹤0.01% | 3504 |
|
2024
Q4 | $830K | Buy |
+23,145
| New | +$830K | ﹤0.01% | 3298 |
|
2024
Q3 | – | Sell |
-6,152
| Closed | -$205K | – | 3993 |
|
2024
Q2 | $205K | Buy |
+6,152
| New | +$205K | ﹤0.01% | 3686 |
|