Raymond James Financial Services Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $154M | Buy |
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|
2024
Q2 | $109M | Buy |
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|
2024
Q1 | $84.6M | Buy |
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|
2023
Q4 | $51.7M | Buy |
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|
2023
Q3 | $33.2M | Buy |
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|
2023
Q2 | $33.1M | Sell |
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|
2023
Q1 | $33.8M | Sell |
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|
2022
Q4 | $36.3M | Buy |
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|
2022
Q3 | $24.5M | Sell |
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|
2022
Q2 | $25.8M | Buy |
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|
2022
Q1 | $21.6M | Buy |
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|
2021
Q4 | $10.2M | Buy |
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|
2021
Q3 | $7.01M | Buy |
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|
2021
Q2 | $5.4M | Buy |
|