Raymond James Financial
SDVY icon

Raymond James Financial’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Raymond James Financial’s Portfolio SDVY Stock Details SDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$424M Sell
12,018,669
-477,616
-4% -$16.9M 0.15% 118
2025
Q1 		$419M Buy
12,496,285
+1,860,262
+17% +$62.3M 0.16% 110
2024
Q4 		$381M Buy
+10,636,023
New +$381M 0.14% 125