Oppenheimer & Co’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 | $7.65M | Buy |
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|
2025
Q2 | $6.34M | Buy |
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|
2025
Q1 | $5.67M | Buy |
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|
2024
Q4 | $5.69M | Buy |
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|
2024
Q3 | $4.47M | Buy |
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|
2024
Q2 | $3.82M | Buy |
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|
2024
Q1 | $2.28M | Buy |
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|
2023
Q4 | $1.64M | Buy |
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|
2023
Q3 | $1.07M | Buy |
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|
2023
Q2 | $838K | Buy |
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|
2023
Q1 | $598K | Buy |
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|
2022
Q4 | $269K | Hold |
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|
2022
Q3 | $238K | Sell |
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|
2022
Q2 | $296K | Buy |
|