Private Trust Company’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 | $1.3M | Sell |
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|
2025
Q2 | $1.23M | Sell |
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|
2025
Q1 | $1.32M | Sell |
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|
2024
Q4 | $1.45M | Buy |
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|
2024
Q3 | $1.29M | Buy |
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|
2024
Q2 | $768K | Sell |
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|
2024
Q1 | $811K | Buy |
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|
2023
Q4 | $557K | Buy |
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|
2023
Q3 | $301K | Hold |
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|
2023
Q2 | $302K | Buy |
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|
2023
Q1 | $264K | Buy |
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|
2022
Q4 | $4K | Hold |
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|
2022
Q3 | $3K | Sell |
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|
2022
Q2 | $169K | Buy |
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