Smith, Moore & Co’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 | $811K | Buy |
22,986
+1,522
| +7% | +$53.7K | 0.07% | 234 |
|
|
2025
Q1 | $719K | Buy |
21,464
+1,046
| +5% | +$35K | 0.07% | 244 |
|
|
2024
Q4 | $732K | Buy |
20,418
+3,982
| +24% | +$143K | 0.07% | 231 |
|
|
2024
Q3 | $598K | Buy |
16,436
+3,041
| +23% | +$111K | 0.06% | 261 |
|
|
2024
Q2 | $447K | Buy |
13,395
+1,930
| +17% | +$64.4K | 0.05% | 280 |
|
|
2024
Q1 | $399K | Buy |
+11,465
| New | +$399K | 0.04% | 299 |
|