Commonwealth Equity Services’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 | $102M | Sell |
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|
2025
Q1 | $98.1M | Buy |
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|
2024
Q4 | $96.9M | Buy |
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|
2024
Q3 | $76.1M | Buy |
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|
2024
Q2 | $64.6M | Buy |
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|
2024
Q1 | $61.8M | Buy |
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|
2023
Q4 | $35.6M | Buy |
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|
2023
Q3 | $11.8M | Buy |
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|
2023
Q2 | $9.28M | Buy |
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|
2023
Q1 | $7.61K | Sell |
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|
2022
Q4 | $15.3M | Sell |
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|
2022
Q3 | $15M | Sell |
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|
2022
Q2 | $18.3M | Buy |
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|
2022
Q1 | $18.5M | Buy |
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|
2021
Q4 | $16.1M | Buy |
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|
2021
Q3 | $12.1M | Buy |
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|
2021
Q2 | $8.68M | Buy |
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|
2021
Q1 | $341K | Buy |
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