Northwestern Mutual Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.4M | Buy |
1,939,333
+445,817
| +30% | +$15.7M | 0.05% | 190 |
|
|
2025
Q1 | $50M | Buy |
1,493,516
+415,096
| +38% | +$13.9M | 0.04% | 211 |
|
|
2024
Q4 | $38.7M | Buy |
1,078,420
+114,455
| +12% | +$4.1M | 0.03% | 246 |
|
|
2024
Q3 | $35.1M | Buy |
963,965
+164,058
| +21% | +$5.97M | 0.03% | 254 |
|
|
2024
Q2 | $26.7M | Buy |
799,907
+123,349
| +18% | +$4.12M | 0.03% | 277 |
|
|
2024
Q1 | $23.6M | Buy |
676,558
+169,214
| +33% | +$5.89M | 0.02% | 284 |
|
|
2023
Q4 | $16.6M | Buy |
507,344
+297,453
| +142% | +$9.75M | 0.02% | 303 |
|
|
2023
Q3 | $5.93M | Buy |
209,891
+16,470
| +9% | +$465K | 0.01% | 472 |
|
|
2023
Q2 | $5.48M | Buy |
193,421
+9,708
| +5% | +$275K | 0.01% | 484 |
|
|
2023
Q1 | $4.9M | Buy |
183,713
+27,246
| +17% | +$726K | 0.01% | 489 |
|
|
2022
Q4 | $4.08M | Buy |
156,467
+44,638
| +40% | +$1.16M | 0.01% | 509 |
|
|
2022
Q3 | $2.59M | Buy |
111,829
+42,323
| +61% | +$979K | ﹤0.01% | 554 |
|
|
2022
Q2 | $1.66M | Buy |
69,506
+63,597
| +1,076% | +$1.52M | ﹤0.01% | 667 |
|
|
2022
Q1 | $165K | Buy |
5,909
+3,981
| +206% | +$111K | ﹤0.01% | 1509 |
|
|
2021
Q4 | $58K | Hold |
1,928
| – | – | ﹤0.01% | 1931 |
|
|
2021
Q3 | $55K | Hold |
1,928
| – | – | ﹤0.01% | 1867 |
|
|
2021
Q2 | $56K | Buy |
+1,928
| New | +$56K | ﹤0.01% | 1816 |
|