BIA
Barry Investment Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $719K | Buy |
20,368
+1,342
| +7% | +$47.3K | 0.18% | 57 |
|
|
2025
Q1 | $637K | Buy |
19,026
+7,040
| +59% | +$236K | 0.17% | 60 |
|
|
2024
Q4 | $430K | Buy |
11,986
+653
| +6% | +$23.4K | 0.14% | 75 |
|
|
2024
Q3 | $412K | Buy |
11,333
+3,408
| +43% | +$124K | 0.13% | 75 |
|
|
2024
Q2 | $266K | Buy |
+7,925
| New | +$266K | 0.09% | 97 |
|