Commonwealth Equity Services’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 | $102M | Sell |
2,890,125
-39,070
| -1% | -$1.38M | 0.13% | 144 |
|
|
2025
Q1 | $98.1M | Buy |
2,929,195
+227,028
| +8% | +$7.61M | 0.14% | 143 |
|
|
2024
Q4 | $96.9M | Buy |
2,702,167
+610,079
| +29% | +$21.9M | 0.14% | 133 |
|
|
2024
Q3 | $76.1M | Buy |
2,092,088
+158,171
| +8% | +$5.75M | 0.12% | 170 |
|
|
2024
Q2 | $64.6M | Buy |
1,933,917
+158,428
| +9% | +$5.29M | 0.1% | 184 |
|
|
2024
Q1 | $61.8M | Buy |
1,775,489
+688,037
| +63% | +$24M | 0.1% | 186 |
|
|
2023
Q4 | $35.6M | Buy |
1,087,452
+667,805
| +159% | +$21.9M | 0.07% | 285 |
|
|
2023
Q3 | $11.8M | Buy |
419,647
+91,750
| +28% | +$2.59M | 0.02% | 611 |
|
|
2023
Q2 | $9.28M | Buy |
327,897
+42,532
| +15% | +$1.2M | 0.02% | 717 |
|
|
2023
Q1 | $7.61K | Sell |
285,365
-303,486
| -52% | -$8.09K | 0.02% | 802 |
|
|
2022
Q4 | $15.3M | Sell |
588,851
-59,282
| -9% | -$1.54M | 0.04% | 463 |
|
|
2022
Q3 | $15M | Sell |
648,133
-117,513
| -15% | -$2.72M | 0.04% | 428 |
|
|
2022
Q2 | $18.3M | Buy |
765,646
+101,373
| +15% | +$2.42M | 0.05% | 371 |
|
|
2022
Q1 | $18.5M | Buy |
664,273
+131,338
| +25% | +$3.66M | 0.04% | 394 |
|
|
2021
Q4 | $16.2M | Buy |
532,935
+104,253
| +24% | +$3.16M | 0.04% | 437 |
|
|
2021
Q3 | $12.1M | Buy |
428,682
+130,510
| +44% | +$3.69M | 0.03% | 503 |
|
|
2021
Q2 | $8.68M | Buy |
298,172
+286,147
| +2,380% | +$8.33M | 0.02% | 610 |
|
|
2021
Q1 | $341K | Buy |
+12,025
| New | +$341K | ﹤0.01% | 2657 |
|