Cresset 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 | $1.41M | Sell |
39,840
-2,413
| -6% | -$85.1K | 0.01% | 666 |
|
|
2025
Q1 | $1.42M | Buy |
42,253
+2,604
| +7% | +$87.2K | 0.01% | 641 |
|
|
2024
Q4 | $1.42M | Buy |
39,649
+2,204
| +6% | +$79K | 0.01% | 643 |
|
|
2024
Q3 | $1.36M | Buy |
37,445
+584
| +2% | +$21.2K | 0.01% | 983 |
|
|
2024
Q2 | $1.23M | Buy |
36,861
+6,761
| +22% | +$226K | 0.01% | 930 |
|
|
2024
Q1 | $1.05M | Buy |
30,100
+2,952
| +11% | +$103K | 0.01% | 938 |
|
|
2023
Q4 | $890K | Buy |
27,148
+10,605
| +64% | +$348K | 0.01% | 930 |
|
|
2023
Q3 | $467K | Buy |
+16,543
| New | +$467K | ﹤0.01% | 1185 |
|