Ameritas Advisory Services’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 | $1.45M | Buy |
41,112
+335
| +0.8% | +$11.8K | 0.08% | 261 |
|
|
2025
Q1 | $1.43M | Buy |
40,777
+3,251
| +9% | +$114K | 0.06% | 306 |
|
|
2024
Q4 | $1.35M | Sell |
37,526
-27,312
| -42% | -$979K | 0.05% | 337 |
|
|
2024
Q3 | $2.36M | Buy |
64,838
+4,918
| +8% | +$179K | 0.1% | 199 |
|
|
2024
Q2 | $2M | Buy |
59,920
+34,779
| +138% | +$1.16M | 0.08% | 252 |
|
|
2024
Q1 | $846K | Buy |
25,141
+8,019
| +47% | +$270K | 0.03% | 418 |
|
|
2023
Q4 | $561K | Sell |
17,122
-2,328
| -12% | -$76.3K | 0.03% | 403 |
|
|
2023
Q3 | $542K | Buy |
19,450
+4,598
| +31% | +$128K | 0.03% | 484 |
|
|
2023
Q2 | $416K | Sell |
14,852
-8,875
| -37% | -$249K | 0.05% | 332 |
|
|
2023
Q1 | $631K | Sell |
23,727
-2,646
| -10% | -$70.4K | 0.03% | 423 |
|
|
2022
Q4 | $687K | Sell |
26,373
-10,881
| -29% | -$283K | 0.03% | 443 |
|
|
2022
Q3 | $862K | Sell |
37,254
-690
| -2% | -$16K | 0.05% | 311 |
|
|
2022
Q2 | $906K | Buy |
37,944
+10,310
| +37% | +$246K | 0.05% | 306 |
|
|
2022
Q1 | $770K | Buy |
27,634
+20,447
| +284% | +$570K | 0.03% | 393 |
|
|
2021
Q4 | $218K | Buy |
+7,187
| New | +$218K | 0.01% | 752 |
|