Global Assets Advisory’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
Q2 | $527K | Sell |
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|
2025
Q1 | $1.43M | Buy |
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|
2024
Q4 | $538K | Sell |
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|
2024
Q3 | $572K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $15.9M | Buy |
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|
2023
Q4 | $519K | Hold |
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|
2023
Q3 | $449K | Sell |
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|
2023
Q2 | $462K | Sell |
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|
2023
Q1 | $443K | Hold |
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|
2022
Q4 | $433K | Sell |
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|
2022
Q3 | $437K | Buy |
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