Orion Portfolio Solutions’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
Q1 | $1.21M | Buy |
36,188
+4,908
| +16% | +$164K | 0.01% | 978 |
|
|
2024
Q4 | $1.12M | Sell |
31,280
-2,543
| -8% | -$91.2K | 0.01% | 983 |
|
|
2024
Q3 | $1.23M | Sell |
33,823
-14,714
| -30% | -$535K | 0.01% | 936 |
|
|
2024
Q2 | $1.62M | Buy |
48,537
+28,177
| +138% | +$941K | 0.02% | 752 |
|
|
2024
Q1 | $709K | Buy |
+20,360
| New | +$709K | 0.01% | 1132 |
|
|
2023
Q2 | – | Sell |
-40,667
| Closed | -$1.08M | – | 1675 |
|
|
2023
Q1 | $1.08M | Buy |
40,667
+2,188
| +6% | +$58.3K | 0.01% | 838 |
|
|
2022
Q4 | $1M | Buy |
38,479
+11,324
| +42% | +$295K | 0.04% | 311 |
|
|
2022
Q3 | $628K | Buy |
27,155
+11,689
| +76% | +$270K | 0.02% | 356 |
|
|
2022
Q2 | $369K | Buy |
+15,466
| New | +$369K | 0.01% | 484 |
|