LPL Financial’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
Q2 | $830M | Buy |
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|
2025
Q1 | $783M | Buy |
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|
2024
Q4 | $786M | Buy |
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|
2024
Q3 | $654M | Buy |
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|
2024
Q2 | $513M | Buy |
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|
2024
Q1 | $461M | Buy |
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|
2023
Q4 | $298M | Buy |
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|
2023
Q3 | $194M | Buy |
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|
2023
Q2 | $168M | Sell |
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|
2023
Q1 | $170M | Buy |
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|
2022
Q4 | $148M | Buy |
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|
2022
Q3 | $115M | Buy |
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|
2022
Q2 | $105M | Buy |
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|
2022
Q1 | $113M | Buy |
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|
2021
Q4 | $70.6M | Buy |
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|
2021
Q3 | $32.3M | Buy |
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|
2021
Q2 | $15.8M | Buy |
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|
2021
Q1 | $8.92M | Buy |
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|
2020
Q4 | $288K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $211K | Sell |
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|
2020
Q1 | $206K | Sell |
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|
2019
Q4 | $943K | Buy |
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|
2019
Q3 | $719K | Buy |
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|
2019
Q2 | $345K | Buy |
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|
2019
Q1 | $307K | Buy |
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|
2018
Q4 | $204K | Buy |
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|
2018
Q3 | $226K | Buy |
|