HighTower Advisors’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 | $91.7M | Buy |
2,598,480
+61,604
| +2% | +$2.17M | 0.11% | 185 |
|
|
2025
Q1 | $85M | Buy |
2,536,876
+138,449
| +6% | +$4.64M | 0.12% | 191 |
|
|
2024
Q4 | $86M | Buy |
2,398,427
+1,059,353
| +79% | +$38M | 0.12% | 181 |
|
|
2024
Q3 | $48.7M | Buy |
1,339,074
+319,226
| +31% | +$11.6M | 0.07% | 281 |
|
|
2024
Q2 | $34M | Buy |
1,019,848
+356,396
| +54% | +$11.9M | 0.05% | 349 |
|
|
2024
Q1 | $23.1M | Buy |
663,452
+283,086
| +74% | +$9.86M | 0.04% | 431 |
|
|
2023
Q4 | $12.5M | Buy |
380,366
+177,397
| +87% | +$5.81M | 0.02% | 618 |
|
|
2023
Q3 | $5.72M | Buy |
202,969
+167,505
| +472% | +$4.72M | 0.01% | 872 |
|
|
2023
Q2 | $999K | Buy |
35,464
+4,181
| +13% | +$118K | ﹤0.01% | 1755 |
|
|
2023
Q1 | $837K | Buy |
31,283
+3,618
| +13% | +$96.8K | ﹤0.01% | 1776 |
|
|
2022
Q4 | $720K | Buy |
27,665
+12,424
| +82% | +$323K | ﹤0.01% | 1855 |
|
|
2022
Q3 | $353K | Buy |
15,241
+3,257
| +27% | +$75.4K | ﹤0.01% | 2230 |
|
|
2022
Q2 | $285K | Buy |
11,984
+118
| +1% | +$2.81K | ﹤0.01% | 2379 |
|
|
2022
Q1 | $329K | Buy |
+11,866
| New | +$329K | ﹤0.01% | 2434 |
|