CCIA
Cherry Creek 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 | $1.91M | Sell |
54,115
-8,089
| -13% | -$285K | 0.9% | 27 |
|
|
2025
Q1 | $2.08M | Sell |
62,204
-29,151
| -32% | -$977K | 1.08% | 24 |
|
|
2024
Q4 | $3.28M | Buy |
91,355
+5,042
| +6% | +$181K | 1.61% | 17 |
|
|
2024
Q3 | $3.14M | Buy |
86,313
+6,973
| +9% | +$254K | 1.62% | 19 |
|
|
2024
Q2 | $2.65M | Buy |
79,340
+608
| +0.8% | +$20.3K | 1.38% | 21 |
|
|
2024
Q1 | $2.74M | Buy |
78,732
+11,469
| +17% | +$399K | 1.48% | 19 |
|
|
2023
Q4 | $2.2M | Buy |
67,263
+18,218
| +37% | +$597K | 1.35% | 20 |
|
|
2023
Q3 | $1.38M | Buy |
49,045
+2,697
| +6% | +$76.1K | 0.94% | 28 |
|
|
2023
Q2 | $1.31M | Buy |
46,348
+139
| +0.3% | +$3.94K | 0.88% | 27 |
|
|
2023
Q1 | $1.23M | Buy |
46,209
+2,477
| +6% | +$66K | 0.9% | 28 |
|
|
2022
Q4 | $1.14M | Buy |
43,732
+1,166
| +3% | +$30.4K | 0.88% | 29 |
|
|
2022
Q3 | $985K | Sell |
42,566
-1,349
| -3% | -$31.2K | 0.82% | 33 |
|
|
2022
Q2 | $1.05M | Buy |
43,915
+19,734
| +82% | +$471K | 0.85% | 35 |
|
|
2022
Q1 | $674K | Buy |
+24,181
| New | +$674K | 0.44% | 47 |
|