Bank of New York Mellon’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
Q1
Sell
-7,943
Closed -$285K 4144
2024
Q4
$285K Buy
7,943
+1,067
+16% +$38.3K ﹤0.01% 3788
2024
Q3
$250K Sell
6,876
-4,670
-40% -$170K ﹤0.01% 3832
2024
Q2
$385K Buy
11,546
+2,919
+34% +$97.4K ﹤0.01% 3697
2024
Q1
$300K Buy
+8,627
New +$300K ﹤0.01% 3766