Davenport & Co’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
Q3 | $1M | Buy |
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|
2025
Q2 | $888K | Buy |
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|
2025
Q1 | $758K | Sell |
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|
2024
Q4 | $962K | Buy |
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|
2024
Q3 | $893K | Buy |
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|
2024
Q2 | $794K | Buy |
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|
2024
Q1 | $752K | Buy |
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|
2023
Q4 | $494K | Buy |
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|
2023
Q3 | $353K | Buy |
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|
2023
Q2 | $280K | Sell |
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|
2023
Q1 | $282K | Buy |
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|
2022
Q4 | $256K | Hold |
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|
2022
Q3 | $227K | Buy |
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