CX Institutional’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.54M | Buy |
128,748
+20,601
| +19% | +$727K | 0.16% | 146 |
|
|
2025
Q1 | $3.62M | Buy |
108,147
+4,668
| +5% | +$156K | 0.14% | 141 |
|
|
2024
Q4 | $3.71M | Buy |
103,479
+8,903
| +9% | +$319K | 0.15% | 147 |
|
|
2024
Q3 | $3.44M | Buy |
94,576
+383
| +0.4% | +$13.9K | 0.15% | 166 |
|
|
2024
Q2 | $3.14M | Sell |
94,193
-2,777
| -3% | -$92.7K | 0.15% | 156 |
|
|
2024
Q1 | $3.38M | Sell |
96,970
-10,334
| -10% | -$360K | 0.16% | 153 |
|
|
2023
Q4 | $3.52M | Sell |
107,304
-3,557
| -3% | -$117K | 0.19% | 150 |
|
|
2023
Q3 | $3.13M | Sell |
110,861
-20,904
| -16% | -$590K | 0.17% | 156 |
|
|
2023
Q2 | $3.73M | Sell |
131,765
-4,338
| -3% | -$123K | 0.19% | 155 |
|
|
2023
Q1 | $3.64M | Buy |
+136,103
| New | +$3.64M | 0.19% | 163 |
|