Morgan Stanley’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $677M | Sell |
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|
2025
Q2 | $695M | Buy |
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|
2025
Q1 | $652M | Buy |
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|
2024
Q4 | $671M | Buy |
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|
2024
Q3 | $544M | Buy |
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|
2024
Q2 | $416M | Buy |
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|
2024
Q1 | $364M | Sell |
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|
2023
Q4 | $408M | Buy |
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|
2023
Q3 | $112M | Buy |
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|
2023
Q2 | $40.1M | Sell |
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|
2023
Q1 | $38.9M | Sell |
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|
2022
Q4 | $44.8M | Sell |
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|
2022
Q3 | $46.6M | Buy |
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|
2022
Q2 | $42.5M | Buy |
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|
2022
Q1 | $38.6M | Buy |
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|
2021
Q4 | $79K | Buy |
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