Rothschild Investment LLC’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Buy |
12,425
+3,200
| +35% | +$113K | 0.03% | 370 |
|
|
2025
Q1 | $309K | Buy |
9,225
+2,064
| +29% | +$69.1K | 0.02% | 414 |
|
|
2024
Q4 | $257K | Buy |
7,161
+7,011
| +4,674% | +$251K | 0.02% | 449 |
|
|
2024
Q3 | $5.46K | Hold |
150
| – | – | ﹤0.01% | 1268 |
|
|
2024
Q2 | $5.01K | Hold |
150
| – | – | ﹤0.01% | 1209 |
|
|
2024
Q1 | $5.22K | Buy |
+150
| New | +$5.22K | ﹤0.01% | 1131 |
|