Meitav Investment House’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
Q1 | – | Sell |
-36,298
| Closed | -$1.3M | – | 244 |
|
|
2024
Q4 | $1.3M | Hold |
36,298
| – | – | 0.02% | 126 |
|
|
2024
Q3 | $1.32M | Sell |
36,298
-19,418
| -35% | -$706K | 0.02% | 129 |
|
|
2024
Q2 | $1.86M | Hold |
55,716
| – | – | 0.03% | 123 |
|
|
2024
Q1 | $1.94M | Hold |
55,716
| – | – | 0.04% | 115 |
|
|
2023
Q4 | $1.83M | Buy |
+55,716
| New | +$1.83M | 0.03% | 159 |
|