CIBC World Market’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 | $297K | Sell |
8,425
-553
| -6% | -$19.5K | ﹤0.01% | 1107 |
|
|
2025
Q1 | $301K | Sell |
8,978
-208,023
| -96% | -$6.97M | ﹤0.01% | 1072 |
|
|
2024
Q4 | $7.78M | Buy |
+217,001
| New | +$7.78M | 0.02% | 361 |
|
|
2024
Q3 | – | Sell |
-13,183
| Closed | -$440K | – | 1290 |
|
|
2024
Q2 | $440K | Sell |
13,183
-6,731
| -34% | -$225K | ﹤0.01% | 925 |
|
|
2024
Q1 | $693K | Sell |
19,914
-1,929
| -9% | -$67.1K | ﹤0.01% | 833 |
|
|
2023
Q4 | $716K | Buy |
+21,843
| New | +$716K | ﹤0.01% | 771 |
|
|
2023
Q3 | – | Sell |
-86,959
| Closed | -$2.46M | – | 1188 |
|
|
2023
Q2 | $2.46M | Buy |
86,959
+12,024
| +16% | +$340K | 0.01% | 470 |
|
|
2023
Q1 | $2M | Buy |
+74,935
| New | +$2M | 0.01% | 517 |
|