Ameritas Advisory Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $989K | Sell |
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|
2025
Q2 | $1.45M | Buy |
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|
2025
Q1 | $1.43M | Buy |
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|
2024
Q4 | $1.35M | Sell |
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|
2024
Q3 | $2.36M | Buy |
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|
2024
Q2 | $2M | Buy |
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|
2024
Q1 | $846K | Buy |
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|
2023
Q4 | $561K | Sell |
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|
2023
Q3 | $542K | Buy |
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|
2023
Q2 | $416K | Sell |
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|
2023
Q1 | $631K | Sell |
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|
2022
Q4 | $687K | Sell |
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|
2022
Q3 | $862K | Sell |
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|
2022
Q2 | $906K | Buy |
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|
2022
Q1 | $770K | Buy |
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|
2021
Q4 | $218K | Buy |
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