Cozad Asset Management’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
Q3 | $3.75M | Buy |
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|
2025
Q2 | $3.28M | Buy |
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|
2025
Q1 | $2.85M | Sell |
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|
2024
Q4 | $3.07M | Buy |
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|
2024
Q3 | $2.83M | Buy |
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|
2024
Q2 | $2.27M | Buy |
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|
2024
Q1 | $2.22M | Buy |
|
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|
2023
Q4 | $2.04M | Sell |
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|
2023
Q3 | $1.85M | Buy |
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|
2023
Q2 | $1.82M | Sell |
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|
2023
Q1 | $1.75M | Buy |
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|
2022
Q4 | $1.7M | Sell |
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|
2022
Q3 | $1.58M | Buy |
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|
2022
Q2 | $1.61M | Buy |
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|
2022
Q1 | $1.74M | Buy |
|