Arvest Investments’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 | $9.33M | Buy |
264,590
+55,861
| +27% | +$1.97M | 1.4% | 17 |
|
|
2025
Q1 | $6.99M | Buy |
208,729
+23,132
| +12% | +$775K | 1.1% | 24 |
|
|
2024
Q4 | $6.65M | Buy |
185,597
+2,823
| +2% | +$101K | 1.06% | 25 |
|
|
2024
Q3 | $6.65M | Buy |
182,774
+17,584
| +11% | +$640K | 1% | 26 |
|
|
2024
Q2 | $5.51M | Buy |
165,190
+937
| +0.6% | +$31.3K | 0.88% | 29 |
|
|
2024
Q1 | $5.72M | Sell |
164,253
-5,973
| -4% | -$208K | 0.91% | 27 |
|
|
2023
Q4 | $5.58M | Buy |
+170,226
| New | +$5.58M | 0.91% | 27 |
|