MML Investors Services’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 | $56.9M | Buy |
1,614,179
+77,708
| +5% | +$2.74M | 0.16% | 129 |
|
|
2025
Q1 | $51.5M | Buy |
1,536,471
+125,805
| +9% | +$4.21M | 0.17% | 123 |
|
|
2024
Q4 | $50.6M | Buy |
1,410,666
+280,360
| +25% | +$10.1M | 0.17% | 121 |
|
|
2024
Q3 | $41.1M | Buy |
1,130,306
+120,714
| +12% | +$4.39M | 0.15% | 152 |
|
|
2024
Q2 | $33.7M | Buy |
1,009,592
+173,625
| +21% | +$5.8M | 0.14% | 165 |
|
|
2024
Q1 | $29.1M | Buy |
835,967
+414,588
| +98% | +$14.4M | 0.12% | 189 |
|
|
2023
Q4 | $13.8M | Buy |
421,379
+16,369
| +4% | +$536K | 0.06% | 299 |
|
|
2023
Q3 | $11.4M | Buy |
405,010
+83,037
| +26% | +$2.34M | 0.06% | 303 |
|
|
2023
Q2 | $9.12M | Buy |
321,973
+8,952
| +3% | +$253K | 0.05% | 342 |
|
|
2023
Q1 | $8.34M | Sell |
313,021
-18,987
| -6% | -$506K | 0.06% | 321 |
|
|
2022
Q4 | $8.65M | Buy |
332,008
+8,086
| +2% | +$211K | 0.06% | 338 |
|
|
2022
Q3 | $7.49M | Sell |
323,922
-39,677
| -11% | -$918K | 0.06% | 325 |
|
|
2022
Q2 | $8.68M | Buy |
363,599
+255,041
| +235% | +$6.09M | 0.07% | 289 |
|
|
2022
Q1 | $3.03M | Buy |
108,558
+87,792
| +423% | +$2.45M | 0.02% | 635 |
|
|
2021
Q4 | $629K | Buy |
20,766
+9,831
| +90% | +$298K | ﹤0.01% | 1281 |
|
|
2021
Q3 | $309K | Buy |
+10,935
| New | +$309K | ﹤0.01% | 1625 |
|