Stephens Inc’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
Q4 | $3.57M | Sell |
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|
2025
Q3 | $3.65M | Buy |
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|
2025
Q2 | $3.27M | Sell |
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|
2025
Q1 | $3.14M | Buy |
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|
2024
Q4 | $3.21M | Buy |
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|
2024
Q3 | $713K | Buy |
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|
2024
Q2 | $493K | Buy |
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|
2024
Q1 | $265K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $273K | Sell |
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|
2022
Q1 | $417K | Buy |
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|
2021
Q4 | $427K | Buy |
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