Rockefeller Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22.2M | Buy |
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|
2025
Q2 | $19.7M | Buy |
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|
2025
Q1 | $17.7M | Buy |
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|
2024
Q4 | $15.2M | Buy |
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|
2024
Q3 | $15.1M | Buy |
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|
2024
Q2 | $11.4M | Buy |
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|
2024
Q1 | $6.37M | Buy |
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|
2023
Q4 | $2.86M | Buy |
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|
2023
Q3 | $895K | Buy |
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|
2023
Q2 | $743K | Buy |
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|
2023
Q1 | $580K | Buy |
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|
2022
Q4 | $567K | Buy |
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|
2022
Q3 | $502K | Sell |
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|
2022
Q2 | $526K | Buy |
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|
2022
Q1 | $437K | Buy |
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|
2021
Q4 | $213K | Buy |
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|
2021
Q3 | $58K | Buy |
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|
2021
Q2 | $60K | Buy |
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|
2021
Q1 | $58K | Buy |
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