Atria 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 | $10.8M | Sell |
307,056
-122,819
| -29% | -$4.33M | 0.13% | 174 |
|
|
2025
Q1 | $14.4M | Sell |
429,875
-42,801
| -9% | -$1.43M | 0.18% | 116 |
|
|
2024
Q4 | $16.9M | Buy |
472,676
+24,596
| +5% | +$882K | 0.21% | 93 |
|
|
2024
Q3 | $16.3M | Buy |
448,080
+18,055
| +4% | +$657K | 0.2% | 104 |
|
|
2024
Q2 | $14.4M | Buy |
430,025
+197,164
| +85% | +$6.58M | 0.19% | 114 |
|
|
2024
Q1 | $8.11M | Buy |
+232,861
| New | +$8.11M | 0.11% | 211 |
|
|
2023
Q4 | – | Sell |
-36,714
| Closed | -$1.04M | – | 935 |
|
|
2023
Q3 | $1.04M | Sell |
36,714
-13,025
| -26% | -$368K | 0.02% | 829 |
|
|
2023
Q2 | $1.41M | Buy |
+49,739
| New | +$1.41M | 0.03% | 686 |
|
|
2023
Q1 | – | Sell |
-40,924
| Closed | -$1.07M | – | 861 |
|
|
2022
Q4 | $1.07M | Buy |
+40,924
| New | +$1.07M | 0.02% | 738 |
|
|
2022
Q3 | – | Sell |
-68,227
| Closed | -$1.63M | – | 783 |
|
|
2022
Q2 | $1.63M | Buy |
+68,227
| New | +$1.63M | 0.03% | 569 |
|