Mariner’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 | $10.9M | Sell |
308,708
-101,830
| -25% | -$3.59M | 0.02% | 576 |
|
|
2025
Q1 | $13.8M | Buy |
410,538
+37,970
| +10% | +$1.27M | 0.02% | 468 |
|
|
2024
Q4 | $13.4M | Buy |
372,568
+27,947
| +8% | +$1M | 0.02% | 461 |
|
|
2024
Q3 | $12.5M | Buy |
344,621
+142,360
| +70% | +$5.18M | 0.02% | 474 |
|
|
2024
Q2 | $6.75M | Sell |
202,261
-13,727
| -6% | -$458K | 0.01% | 630 |
|
|
2024
Q1 | $7.52M | Buy |
215,988
+17,174
| +9% | +$598K | 0.02% | 593 |
|
|
2023
Q4 | $6.52M | Sell |
198,814
-79,586
| -29% | -$2.61M | 0.02% | 598 |
|
|
2023
Q3 | $7.86M | Sell |
278,400
-36,522
| -12% | -$1.03M | 0.02% | 505 |
|
|
2023
Q2 | $8.92M | Sell |
314,922
-3,658
| -1% | -$104K | 0.02% | 473 |
|
|
2023
Q1 | $8.49M | Buy |
318,580
+219,224
| +221% | +$5.84M | 0.02% | 482 |
|
|
2022
Q4 | $2.59M | Buy |
+99,356
| New | +$2.59M | 0.01% | 822 |
|