Prospera Financial Services’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 | $29.4M | Buy |
834,088
+29,583
| +4% | +$1.04M | 0.55% | 34 |
|
|
2025
Q1 | $27M | Buy |
804,505
+90,842
| +13% | +$3.04M | 0.62% | 27 |
|
|
2024
Q4 | $25.6M | Buy |
713,663
+51,834
| +8% | +$1.86M | 0.6% | 26 |
|
|
2024
Q3 | $24.1M | Buy |
661,829
+114,683
| +21% | +$4.17M | 0.62% | 29 |
|
|
2024
Q2 | $18.3M | Sell |
547,146
-114,165
| -17% | -$3.81M | 0.51% | 39 |
|
|
2024
Q1 | $23M | Buy |
661,311
+128,013
| +24% | +$4.46M | 0.69% | 24 |
|
|
2023
Q4 | $17.5M | Sell |
533,298
-83,226
| -13% | -$2.73M | 0.58% | 32 |
|
|
2023
Q3 | $17.4M | Buy |
616,524
+91,501
| +17% | +$2.58M | 0.67% | 24 |
|
|
2023
Q2 | $14.9M | Buy |
525,023
+90,117
| +21% | +$2.55M | 0.57% | 30 |
|
|
2023
Q1 | $11.6M | Buy |
434,906
+10,470
| +2% | +$279K | 0.48% | 35 |
|
|
2022
Q4 | $11.1M | Buy |
424,436
+244,217
| +136% | +$6.36M | 0.55% | 29 |
|
|
2022
Q3 | $4.17M | Buy |
180,219
+42,957
| +31% | +$994K | 0.22% | 113 |
|
|
2022
Q2 | $3.28M | Sell |
137,262
-97,001
| -41% | -$2.32M | 0.17% | 151 |
|
|
2022
Q1 | $6.53M | Buy |
234,263
+183,330
| +360% | +$5.11M | 0.27% | 80 |
|
|
2021
Q4 | $1.54M | Buy |
+50,933
| New | +$1.54M | 0.07% | 318 |
|