Envestnet Asset Management’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 | $117M | Buy |
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|
2025
Q2 | $105M | Sell |
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|
2025
Q1 | $105M | Buy |
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|
2024
Q4 | $107M | Buy |
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|
2024
Q3 | $92.6M | Buy |
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|
2024
Q2 | $67.5M | Buy |
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|
2024
Q1 | $61.8M | Buy |
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|
2023
Q4 | $34.3M | Sell |
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|
2023
Q3 | $32.8M | Buy |
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|
2023
Q2 | $31.3M | Buy |
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|
2023
Q1 | $21.1M | Sell |
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|
2022
Q4 | $21.9M | Sell |
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|
2022
Q3 | $26.4M | Buy |
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|
2022
Q2 | $24M | Buy |
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|
2022
Q1 | $25.4M | Buy |
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|
2021
Q4 | $5.58M | Buy |
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|
2021
Q3 | $1.51M | Buy |
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|
2021
Q2 | $1.35M | Buy |
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|
2021
Q1 | $322K | Buy |
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