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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $111M | Buy |
2,813,061
+9,427
| +0.3% | +$383K | 0.16% | 127 |
|
|
2025
Q4 | $107M | Sell |
2,803,634
-162,541
| -5% | -$6.17M | 0.16% | 126 |
|
|
2025
Q3 | $113M | Buy |
2,966,175
+221,332
| +8% | +$8.21M | 0.16% | 126 |
|
|
2025
Q2 | $96.8M | Buy |
2,744,843
+275,395
| +11% | +$9.24M | 0.17% | 118 |
|
|
2025
Q1 | $82.7M | Buy |
2,469,448
+56,869
| +2% | +$2.03M | 0.18% | 107 |
|
|
2024
Q4 | $86.5M | Buy |
2,412,579
+234,539
| +11% | +$8.78M | 0.19% | 102 |
|
|
2024
Q3 | $79.3M | Buy |
2,178,040
+229,434
| +12% | +$8.01M | 0.18% | 112 |
|
|
2024
Q2 | $65.1M | Buy |
1,948,606
+179,106
| +10% | +$6.03M | 0.15% | 126 |
|
|
2024
Q1 | $61.6M | Buy |
1,769,500
+125,091
| +8% | +$4.08M | 0.14% | 143 |
|
|
2023
Q4 | $53.9M | Sell |
1,644,409
-119,815
| -7% | -$3.5M | 0.09% | 202 |
|
|
2023
Q3 | $49.8M | Buy |
1,764,224
+374,028
| +27% | +$10.9M | 0.07% | 246 |
|
|
2023
Q2 | $39.4M | Buy |
1,390,196
+529,592
| +62% | +$14M | 0.07% | 246 |
|
|
2023
Q1 | $22.9M | Buy |
860,604
+12,533
| +1% | +$348K | 0.04% | 407 |
|
|
2022
Q4 | $22.1M | Sell |
848,071
-30,669
| -3% | -$796K | 0.04% | 404 |
|
|
2022
Q3 | $20.3M | Sell |
878,740
-32,716
| -4% | -$832K | 0.05% | 372 |
|
|
2022
Q2 | $21.8M | Sell |
911,456
-46,876
| -5% | -$1.23M | 0.05% | 359 |
|
|
2022
Q1 | $31.1M | Buy |
958,332
+613,214
| +178% | +$17.7M | 0.06% | 300 |
|
|
2021
Q4 | $10.5M | Buy |
345,118
+191,530
| +125% | +$5.7M | 0.02% | 722 |
|
|
2021
Q3 | $4.34M | Buy |
153,588
+25,303
| +20% | +$732K | 0.01% | 1145 |
|
|
2021
Q2 | $3.73M | Buy |
128,285
+78,414
| +157% | +$2.31M | 0.01% | 1233 |
|
|
2021
Q1 | $1.42M | Buy |
49,871
+20,439
| +69% | +$543K | ﹤0.01% | 1922 |
|
|
2020
Q4 | $699K | Sell |
29,432
-900
| -3% | -$19.6K | ﹤0.01% | 2352 |
|
|
2020
Q3 | $555K | Sell |
30,332
-1,298
| -4% | -$23.8K | ﹤0.01% | 2336 |
|
|
2020
Q2 | $556K | Sell |
31,630
-3,816
| -11% | -$62.4K | ﹤0.01% | 2250 |
|
|
2020
Q1 | $505K | Buy |
+35,446
| New | +$684K | ﹤0.01% | 2091 |
|
Other funds holding SDVY
CIA
