Moors & Cabot’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 | $2.56M | Sell |
72,649
-2,806
| -4% | -$99K | 0.12% | 165 |
|
|
2025
Q1 | $2.53M | Sell |
75,455
-144
| -0.2% | -$4.82K | 0.13% | 154 |
|
|
2024
Q4 | $2.71M | Buy |
75,599
+14,588
| +24% | +$523K | 0.13% | 145 |
|
|
2024
Q3 | $2.22M | Buy |
61,011
+10,197
| +20% | +$371K | 0.11% | 171 |
|
|
2024
Q2 | $1.7M | Buy |
50,814
+1,907
| +4% | +$63.7K | 0.09% | 198 |
|
|
2024
Q1 | $1.7M | Buy |
48,907
+27,780
| +131% | +$967K | 0.09% | 207 |
|
|
2023
Q4 | $692K | Buy |
21,127
+1,520
| +8% | +$49.8K | 0.04% | 357 |
|
|
2023
Q3 | $553K | Buy |
19,607
+2,733
| +16% | +$77.2K | 0.04% | 402 |
|
|
2023
Q2 | $478K | Buy |
16,874
+5,940
| +54% | +$168K | 0.03% | 461 |
|
|
2023
Q1 | $291K | Buy |
10,934
+456
| +4% | +$12.2K | 0.02% | 608 |
|
|
2022
Q4 | $273K | Buy |
+10,478
| New | +$273K | 0.02% | 620 |
|