Osaic Holdings’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 | $113M | Buy |
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|
2025
Q2 | $96.8M | Buy |
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|
2025
Q1 | $82.7M | Buy |
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|
2024
Q4 | $86.5M | Buy |
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|
2024
Q3 | $79.3M | Buy |
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|
2024
Q2 | $65.1M | Buy |
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|
2024
Q1 | $61.6M | Buy |
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|
2023
Q4 | $53.9M | Sell |
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|
2023
Q3 | $49.8M | Buy |
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|
2023
Q2 | $39.4M | Buy |
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|
2023
Q1 | $22.9M | Buy |
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|
2022
Q4 | $22.1M | Sell |
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|
2022
Q3 | $20.3M | Sell |
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|
2022
Q2 | $21.8M | Sell |
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|
2022
Q1 | $31.1M | Buy |
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|
2021
Q4 | $10.5M | Buy |
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|
2021
Q3 | $4.34M | Buy |
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|
2021
Q2 | $3.73M | Buy |
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|
2021
Q1 | $1.42M | Buy |
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|
2020
Q4 | $699K | Sell |
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|
2020
Q3 | $555K | Sell |
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|
2020
Q2 | $556K | Sell |
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|
2020
Q1 | $505K | Buy |
|