Cetera Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186M | Buy |
5,276,231
+273,077
| +5% | +$9.63M | 0.31% | 59 |
|
|
2025
Q1 | $168M | Buy |
5,003,154
+1,556,017
| +45% | +$52.1M | 0.32% | 59 |
|
|
2024
Q4 | $124M | Buy |
3,447,137
+325,194
| +10% | +$11.7M | 0.26% | 73 |
|
|
2024
Q3 | $114M | Buy |
3,121,943
+700,531
| +29% | +$25.5M | 0.25% | 79 |
|
|
2024
Q2 | $80.8M | Buy |
2,421,412
+580,783
| +32% | +$19.4M | 0.19% | 106 |
|
|
2024
Q1 | $64.1M | Buy |
1,840,629
+1,237,801
| +205% | +$43.1M | 0.15% | 131 |
|
|
2023
Q4 | $19.8M | Buy |
602,828
+185,418
| +44% | +$6.08M | 0.16% | 125 |
|
|
2023
Q3 | $11.8M | Buy |
417,410
+55,712
| +15% | +$1.57M | 0.1% | 184 |
|
|
2023
Q2 | $10.2M | Sell |
361,698
-21,486
| -6% | -$608K | 0.09% | 219 |
|
|
2023
Q1 | $10.2M | Buy |
383,184
+35,307
| +10% | +$941K | 0.09% | 210 |
|
|
2022
Q4 | $9.06M | Sell |
347,877
-119,282
| -26% | -$3.11M | 0.08% | 229 |
|
|
2022
Q3 | $10.8M | Buy |
467,159
+22,811
| +5% | +$528K | 0.22% | 105 |
|
|
2022
Q2 | $10.6M | Buy |
444,348
+1,925
| +0.4% | +$46K | 0.17% | 126 |
|
|
2022
Q1 | $12.3M | Buy |
442,423
+182,877
| +70% | +$5.1M | 0.18% | 122 |
|
|
2021
Q4 | $7.87M | Buy |
259,546
+46,876
| +22% | +$1.42M | 0.11% | 202 |
|
|
2021
Q3 | $6.01M | Buy |
212,670
+37,042
| +21% | +$1.05M | 0.1% | 233 |
|
|
2021
Q2 | $5.11M | Buy |
+175,628
| New | +$5.11M | 0.08% | 268 |
|