Cetera Advisor Networks’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
2024
Q1
$23.2M Buy
665,534
+257,664
+63% +$8.97M 0.11% 182
2023
Q4
$13.4M Buy
407,870
+191,858
+89% +$6.29M 0.07% 278
2023
Q3
$6.1M Buy
216,012
+5,126
+2% +$145K 0.04% 444
2023
Q2
$5.97M Sell
210,886
-20,157
-9% -$571K 0.04% 426
2023
Q1
$6.16M Sell
231,043
-54,977
-19% -$1.47M 0.05% 406
2022
Q4
$7.45M Buy
286,020
+38,910
+16% +$1.01M 0.06% 336
2022
Q3
$5.72M Buy
247,110
+40,827
+20% +$944K 0.07% 289
2022
Q2
$4.93M Buy
206,283
+10,831
+6% +$259K 0.06% 317
2022
Q1
$5.45M Sell
195,452
-4,940
-2% -$138K 0.07% 297
2021
Q4
$6.07M Buy
200,392
+7,442
+4% +$226K 0.07% 272
2021
Q3
$5.46M Buy
192,950
+123,527
+178% +$3.49M 0.07% 270
2021
Q2
$2.02M Buy
69,423
+53,542
+337% +$1.56M 0.03% 537
2021
Q1
$451K Buy
+15,881
New +$451K 0.01% 929