Old Port 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 | $445K | Buy |
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|
2025
Q2 | $410K | Sell |
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|
2025
Q1 | $425K | Sell |
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|
2024
Q4 | $460K | Sell |
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|
2024
Q3 | $468K | Hold |
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|
2024
Q2 | $429K | Buy |
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|
2024
Q1 | $440K | Sell |
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|
2023
Q4 | $477K | Sell |
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|
2023
Q3 | $414K | Buy |
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|
2023
Q1 | $390K | Hold |
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|
2022
Q4 | $384K | Hold |
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|
2022
Q3 | $363K | Sell |
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|
2022
Q2 | $385K | Sell |
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|
2022
Q1 | $449K | Sell |
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|
2021
Q4 | $505K | Sell |
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|
2021
Q3 | $479K | Hold |
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|
2021
Q2 | $476K | Hold |
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|
2021
Q1 | $474K | Hold |
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|
2020
Q4 | $390K | Hold |
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|
2020
Q3 | $305K | Hold |
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|
2020
Q2 | $293K | Buy |
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|
2020
Q1 | $208K | Buy |
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