StoneX Group’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 | $20.7M | Sell |
587,932
-43,202
| -7% | -$1.52M | 1.01% | 18 |
|
|
2025
Q1 | $21.1M | Sell |
631,134
-54,950
| -8% | -$1.84M | 1.16% | 16 |
|
|
2024
Q4 | $24.6M | Buy |
+686,084
| New | +$24.6M | 1.35% | 12 |
|
|
2023
Q1 | – | Sell |
-22,473
| Closed | -$587K | – | 637 |
|
|
2022
Q4 | $587K | Sell |
22,473
-2,741
| -11% | -$71.5K | 0.09% | 191 |
|
|
2022
Q3 | $583K | Buy |
25,214
+3,529
| +16% | +$81.6K | 0.11% | 142 |
|
|
2022
Q2 | $518K | Sell |
21,685
-1,371
| -6% | -$32.7K | 0.08% | 168 |
|
|
2022
Q1 | $643K | Buy |
23,056
+3,160
| +16% | +$88.1K | 0.06% | 269 |
|
|
2021
Q4 | $603K | Buy |
+19,896
| New | +$603K | 0.07% | 259 |
|