Crumly & Associates’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
Q2
$13.7M Buy
2025
Q1
$9.27M Buy
2024
Q4
$8.39M Buy
2024
Q3
$8.23M Buy
2024
Q2
$6.64M Buy
2024
Q1
$6.49M Buy
2023
Q4
$707K Buy
2023
Q3
Sell
2023
Q2
$208K Sell
2023
Q1
$3.51M Sell
2022
Q4
$3.79M Sell
2022
Q3
$4.49M Buy
2022
Q2
$4.57M Sell
2022
Q1
$9.97M Sell
2021
Q4
$11.1M Buy