CreativeOne Wealth’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 | $977K | Sell |
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|
2025
Q2 | $1.37M | Sell |
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2025
Q1 | $1.33M | Sell |
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|
2024
Q4 | $1.57M | Sell |
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|
2024
Q3 | $1.74M | Buy |
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|
2024
Q2 | $486K | Buy |
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|
2024
Q1 | $471K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $224K | Sell |
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|
2023
Q1 | $218K | Sell |
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|
2022
Q4 | $275K | Sell |
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|
2022
Q3 | $246K | Sell |
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|
2022
Q2 | $255K | Buy |
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