MAI Capital Management’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 | $2.5M | Buy |
70,887
+4,206
| +6% | +$148K | 0.02% | 443 |
|
|
2025
Q1 | $2.23M | Buy |
66,681
+18,628
| +39% | +$624K | 0.02% | 450 |
|
|
2024
Q4 | $1.72M | Sell |
48,053
-3,291
| -6% | -$118K | 0.01% | 493 |
|
|
2024
Q3 | $1.87M | Sell |
51,344
-17,927
| -26% | -$652K | 0.02% | 404 |
|
|
2024
Q2 | $2.31M | Buy |
69,271
+6,753
| +11% | +$225K | 0.02% | 376 |
|
|
2024
Q1 | $2.18M | Buy |
62,518
+36,267
| +138% | +$1.26M | 0.02% | 379 |
|
|
2023
Q4 | $860K | Buy |
+26,251
| New | +$860K | 0.01% | 496 |
|