KF
SDVY icon

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

Krilogy Financial’s Portfolio SDVY Stock Details SDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$644K Sell
15,567
-777
-5% -$31.6K 0.02% 502
2025
Q4 		$662K Sell
16,344
-546
-3% -$20.7K 0.02% 460
2025
Q3 		$636K Buy
+16,890
New +$627K 0.02% 453
2025
Q2 		– Sell
-10,894
Closed -$365K – 263
2025
Q1 		$365K Buy
10,894
+1
+0% +$36 0.02% 208
2024
Q4 		$391K Buy
10,893
+1
+0% +$37 0.03% 203
2024
Q3 		$396K Buy
10,892
+481
+5% +$16.8K 0.03% 202
2024
Q2 		$348K Buy
10,411
+1
+0% +$34 0.03% 216
2024
Q1 		$362K Buy
+10,410
New +$340K 0.03% 210

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