Mutual Advisors’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 | $3.17M | Buy |
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|
2025
Q2 | $2.95M | Buy |
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|
2025
Q1 | $2.53M | Buy |
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|
2024
Q4 | $2.45M | Buy |
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|
2024
Q3 | $1.58M | Sell |
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|
2024
Q2 | $1.66M | Sell |
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|
2024
Q1 | $1.64M | Buy |
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|
2023
Q4 | $319K | Buy |
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|
2023
Q3 | $274K | Buy |
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|
2023
Q2 | $271K | Sell |
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|
2023
Q1 | $313K | Sell |
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|
2022
Q4 | $335K | Buy |
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|
2022
Q3 | $269K | Buy |
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|
2022
Q2 | $275K | Sell |
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|
2022
Q1 | $324K | Buy |
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|
2021
Q4 | $259K | Buy |
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