NewEdge Advisors’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 | $33.7M | Sell |
953,881
-527,301
| -36% | -$18.6M | 0.17% | 117 |
|
|
2025
Q1 | $49.6M | Buy |
1,481,182
+807,574
| +120% | +$27.1M | 0.29% | 67 |
|
|
2024
Q4 | $24.1M | Buy |
673,608
+302,042
| +81% | +$10.8M | 0.15% | 150 |
|
|
2024
Q3 | $13.5M | Buy |
371,566
+216,626
| +140% | +$7.88M | 0.09% | 231 |
|
|
2024
Q2 | $5.17M | Buy |
154,940
+49,160
| +46% | +$1.64M | 0.04% | 433 |
|
|
2024
Q1 | $3.68M | Sell |
105,780
-9,978
| -9% | -$347K | 0.03% | 486 |
|
|
2023
Q4 | $3.79M | Buy |
115,758
+17,697
| +18% | +$579K | 0.04% | 435 |
|
|
2023
Q3 | $2.77M | Buy |
98,061
+54,246
| +124% | +$1.53M | 0.03% | 485 |
|
|
2023
Q2 | $1.24M | Sell |
43,815
-13,575
| -24% | -$384K | 0.01% | 768 |
|
|
2023
Q1 | $1.53M | Sell |
57,390
-46,554
| -45% | -$1.24M | 0.02% | 620 |
|
|
2022
Q4 | $378K | Sell |
103,944
-24,613
| -19% | -$89.5K | 0.01% | 901 |
|
|
2022
Q3 | $2.97M | Sell |
128,557
-9,069
| -7% | -$210K | 0.05% | 342 |
|
|
2022
Q2 | $3.29M | Sell |
137,626
-4,505
| -3% | -$108K | 0.05% | 323 |
|
|
2022
Q1 | $3.96M | Sell |
142,131
-1,378
| -1% | -$38.4K | 0.06% | 276 |
|
|
2021
Q4 | $4.35M | Buy |
+143,509
| New | +$4.35M | 0.07% | 274 |
|