Cherry Creek Investment Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Sell |
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|
2025
Q1 | $2.08M | Sell |
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|
2024
Q4 | $3.28M | Buy |
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|
2024
Q3 | $3.14M | Buy |
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|
2024
Q2 | $2.65M | Buy |
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|
2024
Q1 | $2.74M | Buy |
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|
2023
Q4 | $2.2M | Buy |
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|
2023
Q3 | $1.38M | Buy |
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|
2023
Q2 | $1.31M | Buy |
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|
2023
Q1 | $1.23M | Buy |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $985K | Sell |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $674K | Buy |
|