Bank of America’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 | $260M | Sell |
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|
2025
Q1 | $262M | Buy |
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|
2024
Q4 | $255M | Buy |
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|
2024
Q3 | $210M | Buy |
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|
2024
Q2 | $163M | Buy |
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|
2024
Q1 | $130M | Buy |
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|
2023
Q4 | $57M | Buy |
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|
2023
Q3 | $14.2M | Buy |
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|
2023
Q2 | $27.9K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $13K | Sell |
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|
2022
Q2 | $16K | Buy |
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|
2022
Q1 | $14K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1K | Sell |
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|
2019
Q1 | $113K | Buy |
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|
2018
Q4 | $98K | Buy |
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|
2018
Q3 | $86K | Buy |
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|
2018
Q2 | $7K | Buy |
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