Aprio Wealth Management’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 | $6.42M | Sell |
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|
2025
Q2 | $6.28M | Sell |
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|
2025
Q1 | $7.21M | Buy |
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|
2024
Q4 | $7.22M | Buy |
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|
2024
Q3 | $6.75M | Buy |
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|
2024
Q2 | $6.08M | Buy |
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|
2024
Q1 | $6.3M | Buy |
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|
2023
Q4 | $5.26M | Buy |
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|
2023
Q3 | $4.11M | Buy |
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|
2023
Q2 | $3.67M | Buy |
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|
2023
Q1 | $3.39M | Buy |
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|
2022
Q4 | $2.67M | Sell |
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|
2022
Q3 | $4.31M | Buy |
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|
2022
Q2 | $4.37M | Buy |
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|
2022
Q1 | $4.81M | Buy |
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