Global Retirement Partners’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 | $4.2M | Buy |
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|
2025
Q2 | $3.45M | Buy |
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|
2024
Q4 | $2.24M | Buy |
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|
2024
Q3 | $1.75M | Buy |
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|
2024
Q2 | $873K | Buy |
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|
2024
Q1 | $711K | Buy |
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|
2023
Q4 | $605K | Buy |
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|
2023
Q3 | $169K | Sell |
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|
2023
Q2 | $229K | Sell |
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|
2023
Q1 | $212K | Buy |
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|
2022
Q4 | $201K | Sell |
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|
2022
Q3 | $226K | Buy |
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|
2022
Q2 | $153K | Sell |
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|
2022
Q1 | $194K | Buy |
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