Snowden Capital Advisors’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 | $912K | Buy |
25,853
+2,070
| +9% | +$73K | 0.03% | 554 |
|
|
2025
Q1 | $797K | Buy |
23,783
+2,621
| +12% | +$87.8K | 0.03% | 582 |
|
|
2024
Q4 | $759K | Buy |
21,162
+2,474
| +13% | +$88.7K | 0.02% | 605 |
|
|
2024
Q3 | $680K | Buy |
18,688
+2,884
| +18% | +$105K | 0.02% | 639 |
|
|
2024
Q2 | $528K | Sell |
15,804
-1,100
| -7% | -$36.7K | 0.02% | 728 |
|
|
2024
Q1 | $589K | Buy |
16,904
+1,833
| +12% | +$63.8K | 0.02% | 689 |
|
|
2023
Q4 | $494K | Buy |
+15,071
| New | +$494K | 0.02% | 699 |
|
|
2023
Q3 | – | Sell |
-43,019
| Closed | -$1.22M | – | 1174 |
|
|
2023
Q2 | $1.22M | Buy |
43,019
+1,578
| +4% | +$44.7K | 0.04% | 409 |
|
|
2023
Q1 | $1.1M | Sell |
41,441
-41,520
| -50% | -$1.11M | 0.04% | 435 |
|
|
2022
Q4 | $2.16M | Buy |
82,961
+1,780
| +2% | +$46.4K | 0.09% | 266 |
|
|
2022
Q3 | $1.88M | Buy |
81,181
+273
| +0.3% | +$6.31K | 0.08% | 274 |
|
|
2022
Q2 | $1.93M | Sell |
80,908
-145
| -0.2% | -$3.46K | 0.09% | 264 |
|
|
2022
Q1 | $2.26M | Buy |
81,053
+7,275
| +10% | +$203K | 0.09% | 248 |
|
|
2021
Q4 | $2.24M | Buy |
+73,778
| New | +$2.24M | 0.11% | 222 |
|