Equitable Holdings’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 | $17.9M | Buy |
508,235
+68,902
| +16% | +$2.43M | 0.15% | 127 |
|
|
2025
Q1 | $14.7M | Buy |
439,333
+102,831
| +31% | +$3.44M | 0.14% | 134 |
|
|
2024
Q4 | $12.1M | Buy |
336,502
+83,319
| +33% | +$2.99M | 0.11% | 150 |
|
|
2024
Q3 | $9.21M | Buy |
253,183
+85,494
| +51% | +$3.11M | 0.09% | 182 |
|
|
2024
Q2 | $5.6M | Buy |
167,689
+24,072
| +17% | +$804K | 0.06% | 243 |
|
|
2024
Q1 | $5M | Buy |
143,617
+43,006
| +43% | +$1.5M | 0.06% | 241 |
|
|
2023
Q4 | $3.3M | Buy |
100,611
+35,067
| +54% | +$1.15M | 0.04% | 291 |
|
|
2023
Q3 | $1.85M | Buy |
65,544
+21,761
| +50% | +$614K | 0.03% | 384 |
|
|
2023
Q2 | $1.24M | Buy |
43,783
+4,813
| +12% | +$136K | 0.02% | 467 |
|
|
2023
Q1 | $1.04M | Buy |
38,970
+11,455
| +42% | +$305K | 0.02% | 459 |
|
|
2022
Q4 | $717K | Buy |
27,515
+7,958
| +41% | +$207K | 0.01% | 521 |
|
|
2022
Q3 | $452K | Sell |
19,557
-1,970
| -9% | -$45.5K | 0.01% | 584 |
|
|
2022
Q2 | $514K | Sell |
21,527
-3,479
| -14% | -$83.1K | 0.01% | 559 |
|
|
2022
Q1 | $697K | Buy |
25,006
+7,746
| +45% | +$216K | 0.01% | 499 |
|
|
2021
Q4 | $523K | Buy |
17,260
+1,805
| +12% | +$54.7K | 0.01% | 557 |
|
|
2021
Q3 | $437K | Buy |
15,455
+1,165
| +8% | +$32.9K | 0.01% | 570 |
|
|
2021
Q2 | $416K | Buy |
14,290
+1,390
| +11% | +$40.5K | 0.01% | 576 |
|
|
2021
Q1 | $366K | Hold |
12,900
| – | – | 0.01% | 572 |
|
|
2020
Q4 | $306K | Buy |
+12,900
| New | +$306K | 0.01% | 554 |
|