Principal Securities’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.26M | Buy |
120,784
+44,808
| +59% | +$1.58M | 0.08% | 247 |
|
|
2025
Q1 | $2.72M | Hold |
75,976
| – | – | 0.06% | 288 |
|
|
2024
Q4 | $2.72M | Buy |
75,976
+17,941
| +31% | +$643K | 0.06% | 288 |
|
|
2024
Q3 | $2.11M | Buy |
58,035
+11,114
| +24% | +$404K | 0.05% | 327 |
|
|
2024
Q2 | $1.57M | Buy |
46,921
+14,867
| +46% | +$496K | 0.04% | 363 |
|
|
2024
Q1 | $1.12M | Buy |
32,054
+17,306
| +117% | +$603K | 0.03% | 427 |
|
|
2023
Q4 | $483K | Buy |
+14,748
| New | +$483K | 0.02% | 615 |
|