Barrett & Company’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
Q3 | $453K | Buy |
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|
2025
Q2 | $420K | Buy |
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|
2025
Q1 | $399K | Buy |
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|
2024
Q4 | $427K | Buy |
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|
2024
Q3 | $433K | Buy |
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|
2024
Q2 | $397K | Buy |
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|
2024
Q1 | $371K | Buy |
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|
2023
Q4 | $295K | Buy |
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|
2023
Q3 | $252K | Buy |
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|
2023
Q2 | $243K | Buy |
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|
2023
Q1 | $206K | Buy |
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|
2022
Q4 | $109K | Hold |
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|
2022
Q3 | $109K | Buy |
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