TA
TFB Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Hold |
9,526
| – | – | 0.09% | 238 |
|
|
2025
Q1 | $319K | Hold |
9,526
| – | – | 0.09% | 240 |
|
|
2024
Q4 | $342K | Hold |
9,526
| – | – | 0.1% | 220 |
|
|
2024
Q3 | $347K | Sell |
9,526
-1,097
| -10% | -$39.9K | 0.1% | 219 |
|
|
2024
Q2 | $355K | Sell |
10,623
-40
| -0.4% | -$1.34K | 0.12% | 195 |
|
|
2024
Q1 | $350K | Sell |
10,663
-515
| -5% | -$16.9K | 0.13% | 178 |
|
|
2023
Q4 | $366K | Hold |
11,178
| – | – | 0.19% | 108 |
|
|
2023
Q3 | $316K | Sell |
11,178
-2,254
| -17% | -$63.6K | 0.38% | 81 |
|
|
2023
Q2 | $380K | Buy |
+13,432
| New | +$380K | 0.17% | 147 |
|