NBC Securities’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 | $2.04M | Buy |
57,895
+11,082
| +24% | +$391K | 0.17% | 148 |
|
|
2025
Q1 | $1.57M | Buy |
46,813
+46,769
| +106,293% | +$1.57M | 0.13% | 167 |
|
|
2024
Q4 | $1.59K | Sell |
44
-40,010
| -100% | -$1.44M | 0.15% | 162 |
|
|
2024
Q3 | $1.46M | Buy |
40,054
+4,577
| +13% | +$166K | 0.12% | 176 |
|
|
2024
Q2 | $1.18M | Buy |
35,477
+5,073
| +17% | +$169K | 0.11% | 198 |
|
|
2024
Q1 | $1.16M | Buy |
30,404
+9,647
| +46% | +$367K | 0.11% | 210 |
|
|
2023
Q4 | $680K | Buy |
20,757
+2,667
| +15% | +$87.4K | 0.07% | 309 |
|
|
2023
Q3 | $510K | Buy |
+18,090
| New | +$510K | 0.06% | 378 |
|