CA
Crumly & Associates’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 | $13.7M | Buy |
387,258
+110,675
| +40% | +$3.9M | 3.33% | 6 |
|
|
2025
Q1 | $9.27M | Buy |
276,583
+42,603
| +18% | +$1.43M | 2.56% | 11 |
|
|
2024
Q4 | $8.39M | Buy |
233,980
+7,661
| +3% | +$275K | 2.28% | 14 |
|
|
2024
Q3 | $8.23M | Buy |
226,319
+27,306
| +14% | +$993K | 2.28% | 13 |
|
|
2024
Q2 | $6.64M | Buy |
199,013
+12,657
| +7% | +$422K | 1.91% | 18 |
|
|
2024
Q1 | $6.49M | Buy |
186,356
+164,785
| +764% | +$5.74M | 1.71% | 20 |
|
|
2023
Q4 | $707K | Buy |
+21,571
| New | +$707K | 0.21% | 64 |
|
|
2023
Q3 | – | Sell |
-7,342
| Closed | -$208K | – | 120 |
|
|
2023
Q2 | $208K | Sell |
7,342
-124,542
| -94% | -$3.53M | 0.08% | 112 |
|
|
2023
Q1 | $3.51M | Sell |
131,884
-13,455
| -9% | -$359K | 1.53% | 21 |
|
|
2022
Q4 | $3.79M | Sell |
145,339
-48,865
| -25% | -$1.27M | 1.43% | 21 |
|
|
2022
Q3 | $4.49M | Buy |
194,204
+2,826
| +1% | +$65.4K | 1.85% | 20 |
|
|
2022
Q2 | $4.57M | Sell |
191,378
-166,222
| -46% | -$3.97M | 1.9% | 20 |
|
|
2022
Q1 | $9.97M | Sell |
357,600
-27,454
| -7% | -$765K | 3.74% | 8 |
|
|
2021
Q4 | $11.1M | Buy |
+385,054
| New | +$11.1M | 4.37% | 6 |
|