Envestnet Portfolio Solutions’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.13M | Buy |
117,181
+10,763
| +10% | +$380K | 0.02% | 402 |
|
|
2025
Q1 | $3.56M | Buy |
106,418
+44,324
| +71% | +$1.48M | 0.01% | 444 |
|
|
2024
Q4 | $2.23M | Buy |
62,094
+11,280
| +22% | +$404K | 0.01% | 632 |
|
|
2024
Q3 | $1.85M | Sell |
50,814
-9,237
| -15% | -$336K | 0.01% | 687 |
|
|
2024
Q2 | $2M | Buy |
60,051
+6,070
| +11% | +$203K | 0.01% | 639 |
|
|
2024
Q1 | $1.88M | Buy |
53,981
+23,148
| +75% | +$806K | 0.01% | 654 |
|
|
2023
Q4 | $1.01M | Buy |
30,833
+7,316
| +31% | +$240K | ﹤0.01% | 791 |
|
|
2023
Q3 | $664K | Buy |
+23,517
| New | +$664K | ﹤0.01% | 873 |
|