OCM
Objective Capital 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 | $536K | Buy |
15,182
+2,634
| +21% | +$92.9K | 0.6% | 42 |
|
|
2025
Q1 | $420K | Buy |
12,548
+35
| +0.3% | +$1.17K | 0.54% | 47 |
|
|
2024
Q4 | $449K | Buy |
12,513
+38
| +0.3% | +$1.36K | 0.3% | 70 |
|
|
2024
Q3 | $454K | Buy |
+12,475
| New | +$454K | 0.27% | 81 |
|
|
2024
Q1 | $406K | Buy |
11,664
+20
| +0.2% | +$696 | 0.27% | 77 |
|
|
2023
Q4 | $382K | Buy |
11,644
+36
| +0.3% | +$1.18K | 0.29% | 73 |
|
|
2023
Q3 | $328K | Buy |
11,608
+223
| +2% | +$6.3K | 0.29% | 72 |
|
|
2023
Q2 | $322K | Sell |
11,385
-1,054
| -8% | -$29.8K | 0.28% | 69 |
|
|
2023
Q1 | $331K | Buy |
12,439
+1,982
| +19% | +$52.8K | 0.3% | 67 |
|
|
2022
Q4 | $272K | Buy |
10,457
+438
| +4% | +$11.4K | 0.27% | 76 |
|
|
2022
Q3 | $232K | Buy |
10,019
+131
| +1% | +$3.03K | 0.25% | 80 |
|
|
2022
Q2 | $236K | Buy |
9,888
+519
| +6% | +$12.4K | 0.24% | 80 |
|
|
2022
Q1 | $261K | Buy |
9,369
+2,516
| +37% | +$70.1K | 0.2% | 94 |
|
|
2021
Q4 | $208K | Buy |
+6,853
| New | +$208K | 0.15% | 116 |
|