Sigma Planning Corp’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 | $11.3M | Sell |
|
|||||
|
2025
Q2 | $13.9M | Sell |
|
|||||
|
2025
Q1 | $18.7M | Buy |
|
|||||
|
2024
Q4 | $18.7M | Buy |
|
|||||
|
2024
Q3 | $15.5M | Buy |
|
|||||
|
2024
Q2 | $13.9M | Buy |
|
|||||
|
2024
Q1 | $7.97M | Buy |
|
|||||
|
2023
Q4 | $1.26M | Sell |
|
|||||
|
2023
Q3 | $2.46M | Sell |
|
|||||
|
2023
Q2 | $2.51M | Buy |
|
|||||
|
2023
Q1 | $1.94M | Sell |
|
|||||
|
2022
Q4 | $3.18M | Sell |
|
|||||
|
2022
Q3 | $3.26M | Buy |
|
|||||
|
2022
Q2 | $2.56M | Buy |
|
|||||
|
2022
Q1 | $2.52M | Buy |
|
|||||
|
2021
Q4 | $332K | Buy |
|
|||||
|
2021
Q3 | $306K | Sell |
|
|||||
|
2021
Q2 | $320K | Buy |
|
|||||
|
2021
Q1 | $281K | Buy |
|