Cambridge Investment Research Advisors’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 | $78.9M | Sell |
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|
2025
Q1 | $75.5M | Buy |
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|
2024
Q4 | $76.5M | Buy |
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|
2024
Q3 | $65.9M | Buy |
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|
2024
Q2 | $53.7M | Buy |
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|
2024
Q1 | $48.8M | Buy |
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|
2023
Q4 | $36.9M | Buy |
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|
2023
Q3 | $14M | Buy |
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|
2023
Q2 | $11.1M | Buy |
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|
2023
Q1 | $10.2M | Sell |
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|
2022
Q4 | $14.1M | Sell |
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|
2022
Q3 | $14.2M | Sell |
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|
2022
Q2 | $15.2M | Buy |
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|
2022
Q1 | $15.4M | Buy |
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|
2021
Q4 | $6.73M | Buy |
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|
2021
Q3 | $1.75M | Buy |
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|
2021
Q2 | $1.41M | Buy |
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|
2021
Q1 | $361K | Buy |
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