Cetera Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $26.6M | Buy |
763,318
+676,723
| +781% | +$23.6M | 0.21% | 98 |
|
|
2023
Q4 | $2.84M | Buy |
86,595
+25,675
| +42% | +$841K | 0.04% | 406 |
|
|
2023
Q3 | $1.72M | Buy |
60,920
+3,941
| +7% | +$111K | 0.03% | 520 |
|
|
2023
Q2 | $1.61M | Sell |
56,979
-1,323
| -2% | -$37.5K | 0.03% | 541 |
|
|
2023
Q1 | $1.55M | Sell |
58,302
-5,685
| -9% | -$152K | 0.03% | 534 |
|
|
2022
Q4 | $1.67M | Sell |
63,987
-43,561
| -41% | -$1.13M | 0.03% | 499 |
|
|
2022
Q3 | $2.49M | Sell |
107,548
-1,230
| -1% | -$28.5K | 0.07% | 313 |
|
|
2022
Q2 | $2.6M | Buy |
108,778
+9,335
| +9% | +$223K | 0.06% | 323 |
|
|
2022
Q1 | $2.77M | Buy |
99,443
+68,002
| +216% | +$1.89M | 0.06% | 336 |
|
|
2021
Q4 | $953K | Buy |
+31,441
| New | +$953K | 0.02% | 623 |
|