RA
RiverTree Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Sell |
71,975
-30,554
| -30% | -$1.08M | 1.7% | 23 |
|
|
2025
Q1 | $3.43M | Sell |
102,529
-56,363
| -35% | -$1.89M | 2.3% | 14 |
|
|
2024
Q4 | $5.7M | Buy |
158,892
+4,218
| +3% | +$151K | 3.74% | 12 |
|
|
2024
Q3 | $5.63M | Sell |
154,674
-12,531
| -7% | -$456K | 3.82% | 11 |
|
|
2024
Q2 | $5.58M | Sell |
167,205
-10,511
| -6% | -$351K | 3.81% | 11 |
|
|
2024
Q1 | $6.19M | Buy |
177,716
+4,739
| +3% | +$165K | 4.15% | 10 |
|
|
2023
Q4 | $5.67M | Buy |
+172,977
| New | +$5.67M | 3.85% | 12 |
|
|
2022
Q3 | – | Sell |
-287,177
| Closed | -$6.86M | – | 43 |
|
|
2022
Q2 | $6.86M | Sell |
287,177
-5,333
| -2% | -$127K | 5.34% | 9 |
|
|
2022
Q1 | $8.15M | Buy |
292,510
+32,843
| +13% | +$915K | 5.49% | 10 |
|
|
2021
Q4 | $7.87M | Buy |
259,667
+801
| +0.3% | +$24.3K | 5.04% | 8 |
|
|
2021
Q3 | $7.32M | Buy |
258,866
+14,953
| +6% | +$423K | 4.99% | 6 |
|
|
2021
Q2 | $7.1M | Buy |
+243,913
| New | +$7.1M | 4.8% | 8 |
|