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
Q3
$3.65M Buy
2025
Q2
$3.27M Sell
2025
Q1
$3.14M Buy
2024
Q4
$3.21M Buy
2024
Q3
$713K Buy
2024
Q2
$493K Buy
2024
Q1
$265K Buy
2022
Q3
Sell
2022
Q2
$273K Sell
2022
Q1
$417K Buy
2021
Q4
$427K Buy