Prospera Financial Services’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
2026
Q1
$33.6M Buy
852,512
+107,620
+14% +$4.37M 0.54% 31
2025
Q4
$28.6M Sell
744,892
-59,859
-7% -$2.27M 0.47% 38
2025
Q3
$30.6M Sell
804,751
-29,337
-4% -$1.09M 0.52% 33
2025
Q2
$29.4M Buy
834,088
+29,583
+4% +$993K 0.55% 34
2025
Q1
$27M Buy
804,505
+90,842
+13% +$3.24M 0.62% 27
2024
Q4
$25.6M Buy
713,663
+51,834
+8% +$1.94M 0.6% 26
2024
Q3
$24.1M Buy
661,829
+114,683
+21% +$4M 0.62% 29
2024
Q2
$18.3M Sell
547,146
-114,165
-17% -$3.84M 0.51% 39
2024
Q1
$23M Buy
661,311
+128,013
+24% +$4.18M 0.69% 24
2023
Q4
$17.5M Sell
533,298
-83,226
-13% -$2.43M 0.58% 32
2023
Q3
$17.4M Buy
616,524
+91,501
+17% +$2.67M 0.67% 24
2023
Q2
$14.9M Buy
525,023
+90,117
+21% +$2.39M 0.57% 30
2023
Q1
$11.6M Buy
434,906
+10,470
+2% +$290K 0.48% 35
2022
Q4
$11.1M Buy
424,436
+244,217
+136% +$6.34M 0.55% 29
2022
Q3
$4.17M Buy
180,219
+42,957
+31% +$1.09M 0.22% 113
2022
Q2
$3.28M Sell
137,262
-97,001
-41% -$2.54M 0.17% 151
2022
Q1
$6.53M Buy
234,263
+183,330
+360% +$5.29M 0.27% 80
2021
Q4
$1.54M Buy
+50,933
New +$1.52M 0.07% 318

Other funds holding SDVY