Integrated Wealth Concepts’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 | $26M | Buy |
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|
2025
Q2 | $23M | Sell |
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|
2025
Q1 | $22.5M | Sell |
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|
2024
Q4 | $24.8M | Buy |
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|
2024
Q3 | $20.3M | Buy |
|
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|
2024
Q2 | $18.5M | Buy |
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|
2024
Q1 | $11.3M | Buy |
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|
2023
Q4 | $7.51M | Buy |
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|
2023
Q3 | $5.16M | Buy |
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|
2023
Q2 | $3.99M | Buy |
|
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|
2023
Q1 | $3.19M | Buy |
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|
2022
Q4 | $1.84M | Buy |
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|
2022
Q3 | $1.36M | Sell |
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|
2022
Q2 | $2.25M | Buy |
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|
2022
Q1 | $2.37M | Buy |
|