JPMorgan Chase & Co’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 | $3.57M | Sell |
101,325
-23,558
| -19% | -$831K | ﹤0.01% | 2949 |
|
|
2025
Q1 | $4.18M | Buy |
124,883
+7,109
| +6% | +$238K | ﹤0.01% | 2787 |
|
|
2024
Q4 | $4.22M | Sell |
117,774
-27,729
| -19% | -$994K | ﹤0.01% | 2871 |
|
|
2024
Q3 | $5.29M | Buy |
145,503
+22,158
| +18% | +$806K | ﹤0.01% | 2607 |
|
|
2024
Q2 | $4.12M | Sell |
123,345
-19,254
| -14% | -$643K | ﹤0.01% | 2638 |
|
|
2024
Q1 | $4.97M | Buy |
142,599
+9,007
| +7% | +$314K | ﹤0.01% | 2583 |
|
|
2023
Q4 | $4.38M | Buy |
133,592
+133,513
| +169,004% | +$4.38M | ﹤0.01% | 2653 |
|
|
2023
Q3 | $2.23K | Buy |
79
+74
| +1,480% | +$2.09K | ﹤0.01% | 5575 |
|
|
2023
Q2 | $153 | Sell |
5
-727
| -99% | -$22.2K | ﹤0.01% | 5756 |
|
|
2023
Q1 | $19.5K | Buy |
732
+4
| +0.5% | +$107 | ﹤0.01% | 5145 |
|
|
2022
Q4 | $19K | Buy |
+728
| New | +$19K | ﹤0.01% | 4995 |
|