Owen LaRue’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 | $8.44M | Buy |
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|
2025
Q2 | $4.3M | Sell |
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|
2025
Q1 | $4.37M | Sell |
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|
2024
Q4 | $4.88M | Buy |
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|
2024
Q3 | $4.76M | Buy |
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|
2024
Q2 | $3.68M | Buy |
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|
2024
Q1 | $3.59M | Buy |
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|
2023
Q4 | $2.99M | Buy |
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|
2023
Q3 | $2.49M | Buy |
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|
2023
Q2 | $2.41M | Buy |
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|
2023
Q1 | $1.9M | Hold |
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|
2022
Q4 | $1.9M | Buy |
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