AssetMark Inc’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 | $162K | Sell |
4,597
-1,390
| -23% | -$49K | ﹤0.01% | 1271 |
|
|
2025
Q1 | $201K | Buy |
5,987
+24
| +0.4% | +$804 | ﹤0.01% | 1140 |
|
|
2024
Q4 | $214K | Buy |
5,963
+2,752
| +86% | +$98.7K | ﹤0.01% | 1081 |
|
|
2024
Q3 | $117K | Buy |
3,211
+1,646
| +105% | +$59.9K | ﹤0.01% | 1126 |
|
|
2024
Q2 | $52.2K | Sell |
1,565
-743
| -32% | -$24.8K | ﹤0.01% | 1224 |
|
|
2024
Q1 | $80.4K | Buy |
+2,308
| New | +$80.4K | ﹤0.01% | 1077 |
|
|
2023
Q3 | – | Sell |
-30
| Closed | -$849 | – | 1797 |
|
|
2023
Q2 | $849 | Buy |
+30
| New | +$849 | ﹤0.01% | 1479 |
|