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LVZ Inc’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.9M | Buy |
2,747,396
+80,630
| +3% | +$2.84M | 11.62% | 1 |
|
|
2025
Q1 | $89.3M | Sell |
2,666,766
-60,045
| -2% | -$2.01M | 11.72% | 1 |
|
|
2024
Q4 | $97.8M | Buy |
2,726,811
+17,661
| +0.7% | +$633K | 12.54% | 1 |
|
|
2024
Q3 | $98.6M | Sell |
2,709,150
-7,074
| -0.3% | -$257K | 12.61% | 1 |
|
|
2024
Q2 | $90.7M | Buy |
2,716,224
+22,837
| +0.8% | +$762K | 12.36% | 2 |
|
|
2024
Q1 | $93.8M | Buy |
+2,693,387
| New | +$93.8M | 12.75% | 1 |
|