Avantax 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
Q2 | $24.8M | Buy |
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|
2025
Q1 | $22.7M | Sell |
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|
2024
Q4 | $25.9M | Buy |
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|
2024
Q3 | $21M | Buy |
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|
2024
Q2 | $17.8M | Buy |
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|
2024
Q1 | $12M | Buy |
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|
2023
Q4 | $3.36M | Buy |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $671K | Buy |
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|
2023
Q1 | $546K | Buy |
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|
2022
Q4 | $468K | Sell |
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|
2022
Q3 | $417K | Buy |
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|
2022
Q2 | $427K | Sell |
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|
2022
Q1 | $529K | Buy |
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