Benjamin Edwards Inc’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 | $10.8M | Buy |
306,485
+55,352
| +22% | +$1.95M | 0.14% | 165 |
|
|
2025
Q1 | $8.41M | Buy |
251,133
+53,453
| +27% | +$1.79M | 0.12% | 183 |
|
|
2024
Q4 | $7.09M | Buy |
197,680
+18,658
| +10% | +$669K | 0.1% | 211 |
|
|
2024
Q3 | $6.52M | Buy |
179,022
+178,086
| +19,026% | +$6.48M | 0.09% | 226 |
|
|
2024
Q2 | $31K | Buy |
936
+11
| +1% | +$364 | 0.01% | 548 |
|
|
2024
Q1 | $32K | Buy |
+925
| New | +$32K | 0.01% | 531 |
|
|
2023
Q1 | – | Sell |
-834
| Closed | -$22K | – | 745 |
|
|
2022
Q4 | $22K | Hold |
834
| – | – | 0.01% | 499 |
|
|
2022
Q3 | $19K | Sell |
834
-14
| -2% | -$319 | 0.01% | 509 |
|
|
2022
Q2 | $20K | Buy |
848
+33
| +4% | +$778 | 0.01% | 519 |
|
|
2022
Q1 | $23K | Buy |
+815
| New | +$23K | 0.01% | 541 |
|