Cambridge Investment Research 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 | $78.9M | Sell |
2,237,668
-15,430
| -0.7% | -$544K | 0.24% | 71 |
|
|
2025
Q1 | $75.5M | Buy |
2,253,098
+120,041
| +6% | +$4.02M | 0.25% | 65 |
|
|
2024
Q4 | $76.5M | Buy |
2,133,057
+322,315
| +18% | +$11.6M | 0.26% | 62 |
|
|
2024
Q3 | $65.9M | Buy |
1,810,742
+202,497
| +13% | +$7.37M | 0.22% | 79 |
|
|
2024
Q2 | $53.7M | Buy |
1,608,245
+207,276
| +15% | +$6.92M | 0.2% | 93 |
|
|
2024
Q1 | $48.8M | Buy |
1,400,969
+276,068
| +25% | +$9.61M | 0.19% | 97 |
|
|
2023
Q4 | $36.9M | Buy |
1,124,901
+630,424
| +127% | +$20.7M | 0.16% | 120 |
|
|
2023
Q3 | $14M | Buy |
494,477
+103,824
| +27% | +$2.93M | 0.07% | 293 |
|
|
2023
Q2 | $11.1M | Buy |
390,653
+8,736
| +2% | +$247K | 0.05% | 356 |
|
|
2023
Q1 | $10.2M | Sell |
381,917
-160,827
| -30% | -$4.29M | 0.05% | 369 |
|
|
2022
Q4 | $14.1M | Sell |
542,744
-70,754
| -12% | -$1.84M | 0.07% | 266 |
|
|
2022
Q3 | $14.2M | Sell |
613,498
-22,584
| -4% | -$522K | 0.08% | 244 |
|
|
2022
Q2 | $15.2M | Buy |
636,082
+82,953
| +15% | +$1.98M | 0.08% | 242 |
|
|
2022
Q1 | $15.4M | Buy |
553,129
+330,974
| +149% | +$9.22M | 0.07% | 263 |
|
|
2021
Q4 | $6.73M | Buy |
222,155
+160,340
| +259% | +$4.86M | 0.03% | 530 |
|
|
2021
Q3 | $1.75M | Buy |
61,815
+13,339
| +28% | +$377K | 0.01% | 1173 |
|
|
2021
Q2 | $1.41M | Buy |
48,476
+35,747
| +281% | +$1.04M | 0.01% | 1307 |
|
|
2021
Q1 | $361K | Buy |
+12,729
| New | +$361K | ﹤0.01% | 2154 |
|