Baird Financial Group’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 | $46.1M | Sell |
1,306,468
-193,158
| -13% | -$6.81M | 0.08% | 203 |
|
|
2025
Q1 | $50.2M | Buy |
1,499,626
+231,160
| +18% | +$7.74M | 0.1% | 173 |
|
|
2024
Q4 | $45.5M | Buy |
1,268,466
+163,878
| +15% | +$5.88M | 0.09% | 211 |
|
|
2024
Q3 | $40.2M | Buy |
1,104,588
+299,892
| +37% | +$10.9M | 0.08% | 229 |
|
|
2024
Q2 | $26.9M | Buy |
804,696
+89,705
| +13% | +$2.99M | 0.06% | 268 |
|
|
2024
Q1 | $24.9M | Sell |
714,991
-122,213
| -15% | -$4.26M | 0.05% | 283 |
|
|
2023
Q4 | $27.4M | Buy |
837,204
+42,309
| +5% | +$1.39M | 0.06% | 265 |
|
|
2023
Q3 | $22.4M | Buy |
794,895
+534,008
| +205% | +$15.1M | 0.06% | 266 |
|
|
2023
Q2 | $7.39M | Sell |
260,887
-15,570
| -6% | -$441K | 0.02% | 515 |
|
|
2023
Q1 | $7.37M | Buy |
276,457
+115,798
| +72% | +$3.09M | 0.02% | 499 |
|
|
2022
Q4 | $4.19M | Sell |
160,659
-64,361
| -29% | -$1.68M | 0.01% | 621 |
|
|
2022
Q3 | $5.21M | Buy |
225,020
+77,131
| +52% | +$1.78M | 0.02% | 555 |
|
|
2022
Q2 | $3.53M | Sell |
147,889
-193,591
| -57% | -$4.62M | 0.01% | 662 |
|
|
2022
Q1 | $9.52M | Buy |
341,480
+323,410
| +1,790% | +$9.01M | 0.02% | 450 |
|
|
2021
Q4 | $548K | Buy |
+18,070
| New | +$548K | ﹤0.01% | 1437 |
|