Jones Financial Companies
SDVY icon

Jones Financial Companies’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Jones Financial Companies’s Portfolio SDVY Stock Details SDVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$23.6M Buy
667,902
+192,717
+41% +$6.8M 0.02% 231
2025
Q1 		$15.9M Buy
475,185
+225,949
+91% +$7.54M 0.01% 242
2024
Q4 		$8.94M Buy
249,236
+168,064
+207% +$6.03M 0.01% 278
2024
Q3 		$2.94M Buy
+81,172
New +$2.94M ﹤0.01% 374