SAM
Secure Asset Management’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 | – | Sell |
-52,948
| Closed | -$1.77M | – | 345 |
|
|
2025
Q1 | $1.77M | Sell |
52,948
-113,033
| -68% | -$3.79M | 0.36% | 93 |
|
|
2024
Q4 | $5.95M | Buy |
165,981
+120,412
| +264% | +$4.32M | 0.9% | 18 |
|
|
2024
Q3 | $1.66M | Sell |
45,569
-24,927
| -35% | -$907K | 0.28% | 86 |
|
|
2024
Q2 | $2.35M | Buy |
70,496
+39,665
| +129% | +$1.32M | 0.45% | 44 |
|
|
2024
Q1 | $1.07M | Buy |
+30,831
| New | +$1.07M | 0.25% | 101 |
|