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 |
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|
2025
Q1 | $9.27M | Buy |
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|
2024
Q4 | $8.39M | Buy |
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|
2024
Q3 | $8.23M | Buy |
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|
2024
Q2 | $6.64M | Buy |
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|
2024
Q1 | $6.49M | Buy |
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|
2023
Q4 | $707K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $208K | Sell |
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|
2023
Q1 | $3.51M | Sell |
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|
2022
Q4 | $3.79M | Sell |
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|
2022
Q3 | $4.49M | Buy |
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|
2022
Q2 | $4.57M | Sell |
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|
2022
Q1 | $9.97M | Sell |
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|
2021
Q4 | $11.1M | Buy |
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