Sawyer & Company’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 | $13K | Sell |
357
-230
| -39% | -$8.38K | ﹤0.01% | 142 |
|
|
2025
Q1 | $20K | Hold |
587
| – | – | 0.01% | 141 |
|
|
2024
Q4 | $21K | Sell |
587
-261
| -31% | -$9.34K | 0.01% | 141 |
|
|
2024
Q3 | $31K | Hold |
848
| – | – | 0.01% | 143 |
|
|
2024
Q2 | $28K | Hold |
848
| – | – | 0.01% | 138 |
|
|
2024
Q1 | $29.5K | Hold |
848
| – | – | 0.01% | 138 |
|
|
2023
Q4 | $28K | Hold |
848
| – | – | 0.01% | 141 |
|
|
2023
Q3 | $24K | Buy |
+848
| New | +$24K | 0.01% | 143 |
|