Capital Analysts LLC’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 | $1.23M | Buy |
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|
2025
Q2 | $1.01M | Sell |
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|
2025
Q1 | $960K | Buy |
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|
2024
Q4 | $688K | Buy |
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|
2024
Q3 | $569K | Sell |
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|
2024
Q2 | $523K | Buy |
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|
2024
Q1 | $241K | Sell |
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|
2023
Q4 | $306K | Sell |
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|
2023
Q3 | $277K | Buy |
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|
2023
Q2 | $244K | Sell |
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|
2023
Q1 | $237K | Sell |
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|
2022
Q4 | $240K | Buy |
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|
2022
Q3 | $138K | Buy |
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|
2022
Q2 | $71K | Buy |
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|
2022
Q1 | $44K | Buy |
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