Steward Partners Investment Advisory’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 | $18.8M | Sell |
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|
2025
Q2 | $17.7M | Sell |
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|
2025
Q1 | $20.1M | Sell |
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|
2024
Q4 | $38.8M | Buy |
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|
2024
Q3 | $32.9M | Buy |
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|
2024
Q2 | $20.6M | Sell |
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|
2024
Q1 | $23.7M | Buy |
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|
2023
Q4 | $14.9M | Buy |
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|
2023
Q3 | $6.17M | Sell |
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|
2023
Q2 | $7.78M | Buy |
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|
2023
Q1 | $4.98M | Sell |
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|
2022
Q4 | $5.18M | Sell |
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|
2022
Q3 | $4.8M | Buy |
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|
2022
Q2 | $2M | Sell |
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|
2022
Q1 | $6.08M | Buy |
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|
2021
Q4 | $472K | Buy |
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|
2021
Q3 | $63K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $28.4K | Buy |
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