GFA
Gallagher Fiduciary Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.31M | Buy |
207,117
+6,054
| +3% | +$214K | 0.28% | 24 |
|
|
2025
Q1 | $6.74M | Buy |
201,063
+7,197
| +4% | +$241K | 0.22% | 32 |
|
|
2024
Q4 | $6.95M | Buy |
193,866
+7,271
| +4% | +$261K | 1.36% | 18 |
|
|
2024
Q3 | $6.79M | Buy |
186,595
+4,387
| +2% | +$160K | 1.37% | 17 |
|
|
2024
Q2 | $6.08M | Buy |
182,208
+349
| +0.2% | +$11.7K | 1.36% | 16 |
|
|
2024
Q1 | $6.33M | Buy |
181,859
+30,000
| +20% | +$1.04M | 0.22% | 22 |
|
|
2023
Q4 | $4.98M | Buy |
+151,859
| New | +$4.98M | 0.17% | 23 |
|