Creekmur Asset Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $191K | Hold |
5,409
| – | – | 0.03% | 228 |
|
|
2025
Q1 | $181K | Hold |
5,409
| – | – | 0.04% | 215 |
|
|
2024
Q4 | $194K | Hold |
5,409
| – | – | 0.04% | 124 |
|
|
2024
Q3 | $197K | Hold |
5,409
| – | – | 0.05% | 121 |
|
|
2024
Q2 | $181K | Sell |
5,409
-226
| -4% | -$7.54K | 0.05% | 132 |
|
|
2024
Q1 | $196K | Sell |
5,635
-220
| -4% | -$7.66K | 0.07% | 114 |
|
|
2023
Q4 | $192K | Buy |
+5,855
| New | +$192K | 0.06% | 143 |
|