Tower Research Capital (TRC)’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
Q1 | – | Sell |
-7,717
| Closed | -$277K | – | 5718 |
|
|
2024
Q4 | $277K | Buy |
+7,717
| New | +$277K | 0.01% | 1474 |
|
|
2024
Q1 | – | Sell |
-422
| Closed | -$13.8K | – | 6107 |
|
|
2023
Q4 | $13.8K | Buy |
+422
| New | +$13.8K | ﹤0.01% | 3931 |
|
|
2023
Q2 | – | Sell |
-23,437
| Closed | -$625K | – | 6306 |
|
|
2023
Q1 | $625K | Buy |
23,437
+12,137
| +107% | +$324K | 0.02% | 707 |
|
|
2022
Q4 | $294K | Sell |
11,300
-5,038
| -31% | -$131K | 0.01% | 1034 |
|
|
2022
Q3 | $378K | Buy |
16,338
+717
| +5% | +$16.6K | 0.01% | 1362 |
|
|
2022
Q2 | $373K | Sell |
15,621
-16,015
| -51% | -$382K | 0.01% | 1320 |
|
|
2022
Q1 | $882K | Buy |
+31,636
| New | +$882K | 0.01% | 843 |
|
|
2020
Q2 | – | Sell |
-518
| Closed | -$7K | – | 4966 |
|
|
2020
Q1 | $7K | Buy |
+518
| New | +$7K | ﹤0.01% | 2186 |
|