Citadel Advisors’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 | $3.07M | Sell |
86,994
-59,023
| -40% | -$2.08M | ﹤0.01% | 2321 |
|
|
2025
Q1 | $4.89M | Buy |
146,017
+75,139
| +106% | +$2.52M | ﹤0.01% | 1776 |
|
|
2024
Q4 | $2.54M | Buy |
70,878
+49,412
| +230% | +$1.77M | ﹤0.01% | 2365 |
|
|
2024
Q3 | $781K | Sell |
21,466
-6,289
| -23% | -$229K | ﹤0.01% | 3337 |
|
|
2024
Q2 | $926K | Buy |
27,755
+10,334
| +59% | +$345K | ﹤0.01% | 3120 |
|
|
2024
Q1 | $607K | Buy |
17,421
+7,658
| +78% | +$267K | ﹤0.01% | 3688 |
|
|
2023
Q4 | $320K | Buy |
+9,763
| New | +$320K | ﹤0.01% | 4188 |
|
|
2023
Q3 | – | Sell |
-39
| Closed | -$1.1K | – | 6430 |
|
|
2023
Q2 | $1.1K | Sell |
39
-23,855
| -100% | -$675K | ﹤0.01% | 5614 |
|
|
2023
Q1 | $637K | Buy |
+23,894
| New | +$637K | ﹤0.01% | 3640 |
|
|
2022
Q4 | – | Sell |
-112,628
| Closed | -$2.61M | – | 6634 |
|
|
2022
Q3 | $2.61M | Buy |
+112,628
| New | +$2.61M | ﹤0.01% | 2489 |
|
|
2021
Q2 | – | Sell |
-40,812
| Closed | -$1.16M | – | 7008 |
|
|
2021
Q1 | $1.16M | Buy |
+40,812
| New | +$1.16M | ﹤0.01% | 3775 |
|