International Assets Investment Management’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 | $1.79M | Hold |
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|
2025
Q2 | $1.76M | Buy |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.68M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $593K | Buy |
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|
2023
Q3 | $503K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $563K | Sell |
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|
2022
Q4 | $647K | Buy |
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|
2022
Q3 | $478K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $680K | Buy |
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|
2021
Q4 | $704K | Buy |
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|
2021
Q3 | $535K | Buy |
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|
2021
Q2 | $296K | Buy |
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