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Custom Index Systems’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Custom Index Systems’s Portfolio SDVY Stock Details SDVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-77,467
Closed -$2.59M – 285
2024
Q2 		$2.59M Sell
77,467
-1,115
-1% -$37.2K 1.48% 13
2024
Q1 		$2.74M Buy
78,582
+25,457
+48% +$886K 1.56% 9
2023
Q4 		$1.74M Buy
+53,125
New +$1.74M 1.07% 16