Kestra Advisory Services’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 | $53.2M | Buy |
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|
2025
Q2 | $46.1M | Buy |
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|
2025
Q1 | $42.5M | Buy |
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|
2024
Q4 | $38.2M | Buy |
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|
2024
Q3 | $35.1M | Buy |
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|
2024
Q2 | $29.1M | Buy |
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|
2024
Q1 | $26.6M | Buy |
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|
2023
Q4 | $16.8M | Buy |
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|
2023
Q3 | $4.96M | Sell |
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|
2023
Q2 | $5.01M | Sell |
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|
2023
Q1 | $7.43M | Buy |
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|
2022
Q4 | $4.94M | Sell |
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|
2022
Q3 | $6.85M | Buy |
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|
2022
Q2 | $6.98M | Sell |
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|
2022
Q1 | $12.2M | Buy |
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|
2021
Q4 | $6.67M | Buy |
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|
2021
Q3 | $4.54M | Buy |
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|
2021
Q2 | $1.12M | Buy |
|