CPSAC
Chas P. Smith & Associates (CPS)’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 | $36.3M | Buy |
1,028,128
+25,667
| +3% | +$906K | 2.04% | 20 |
|
|
2025
Q1 | $33.6M | Buy |
1,002,461
+26,826
| +3% | +$899K | 1.95% | 23 |
|
|
2024
Q4 | $35M | Buy |
975,635
+19,291
| +2% | +$692K | 2.01% | 22 |
|
|
2024
Q3 | $34.8M | Sell |
956,344
-15,173
| -2% | -$552K | 1.96% | 25 |
|
|
2024
Q2 | $32.4M | Buy |
+971,517
| New | +$32.4M | 1.92% | 25 |
|