CIA
Capital 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 | $140M | Buy |
3,972,146
+240,655
| +6% | +$8.49M | 2.51% | 4 |
|
|
2025
Q1 | $125M | Buy |
3,731,491
+221,441
| +6% | +$7.42M | 2.45% | 4 |
|
|
2024
Q4 | $126M | Buy |
3,510,050
+267,372
| +8% | +$9.59M | 2.56% | 4 |
|
|
2024
Q3 | $118M | Buy |
3,242,678
+234,870
| +8% | +$8.54M | 2.43% | 4 |
|
|
2024
Q2 | $100M | Buy |
3,007,808
+3,000,057
| +38,705% | +$100M | 2.27% | 4 |
|
|
2024
Q1 | $270K | Buy |
+7,751
| New | +$270K | 0.01% | 511 |
|