Equitable Holdings’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 | $19.4M | Buy |
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|
2025
Q2 | $17.9M | Buy |
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|
2025
Q1 | $14.7M | Buy |
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|
2024
Q4 | $12.1M | Buy |
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|
2024
Q3 | $9.21M | Buy |
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|
2024
Q2 | $5.6M | Buy |
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|
2024
Q1 | $5M | Buy |
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|
2023
Q4 | $3.3M | Buy |
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|
2023
Q3 | $1.85M | Buy |
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|
2023
Q2 | $1.24M | Buy |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $717K | Buy |
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|
2022
Q3 | $452K | Sell |
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|
2022
Q2 | $514K | Sell |
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|
2022
Q1 | $697K | Buy |
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|
2021
Q4 | $523K | Buy |
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|
2021
Q3 | $437K | Buy |
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|
2021
Q2 | $416K | Buy |
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|
2021
Q1 | $366K | Hold |
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|
2020
Q4 | $306K | Buy |
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