Private Advisor Group’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 | $42.1M | Sell |
1,193,504
-392,614
| -25% | -$13.9M | 0.23% | 91 |
|
|
2025
Q1 | $53.1M | Buy |
1,586,118
+52,293
| +3% | +$1.75M | 0.32% | 61 |
|
|
2024
Q4 | $55M | Buy |
1,533,825
+499,841
| +48% | +$17.9M | 0.31% | 65 |
|
|
2024
Q3 | $37.6M | Buy |
1,033,984
+99,423
| +11% | +$3.62M | 0.23% | 91 |
|
|
2024
Q2 | $31.2M | Buy |
934,561
+84,959
| +10% | +$2.84M | 0.21% | 96 |
|
|
2024
Q1 | $29.6M | Buy |
849,602
+152,138
| +22% | +$5.3M | 0.21% | 99 |
|
|
2023
Q4 | $22.9M | Buy |
697,464
+211,827
| +44% | +$6.94M | 0.18% | 112 |
|
|
2023
Q3 | $13.7M | Sell |
485,637
-58,310
| -11% | -$1.65M | 0.12% | 156 |
|
|
2023
Q2 | $15.4M | Sell |
543,947
-50,478
| -8% | -$1.43M | 0.13% | 151 |
|
|
2023
Q1 | $15.8M | Buy |
594,425
+925
| +0.2% | +$24.7K | 0.15% | 144 |
|
|
2022
Q4 | $15.5K | Buy |
593,500
+66,819
| +13% | +$1.74K | ﹤0.01% | 962 |
|
|
2022
Q3 | $12.2M | Buy |
526,681
+142,403
| +37% | +$3.29M | 0.14% | 155 |
|
|
2022
Q2 | $9.18M | Sell |
384,278
-162,686
| -30% | -$3.89M | 0.08% | 238 |
|
|
2022
Q1 | $15.2M | Buy |
546,964
+213,495
| +64% | +$5.95M | 0.12% | 178 |
|
|
2021
Q4 | $10.1M | Buy |
333,469
+304,027
| +1,033% | +$9.21M | 0.08% | 256 |
|
|
2021
Q3 | $832K | Buy |
+29,442
| New | +$832K | 0.01% | 1286 |
|