O'Shaughnessy Asset Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Buy |
11,698
+6,107
| +109% | +$215K | ﹤0.01% | 1483 |
|
|
2025
Q1 | $187K | Buy |
5,591
+4,369
| +358% | +$146K | ﹤0.01% | 1790 |
|
|
2024
Q4 | $43.8K | Buy |
+1,222
| New | +$43.8K | ﹤0.01% | 1951 |
|
|
2024
Q2 | – | Sell |
-1,545
| Closed | -$53.8K | – | 2043 |
|
|
2024
Q1 | $53.8K | Buy |
+1,545
| New | +$53.8K | ﹤0.01% | 1657 |
|