Trexquant Investment’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $239K | Buy |
6,788
+317
| +5% | +$11.2K | ﹤0.01% | 1419 |
|
2025
Q1 | $217K | Buy |
+6,471
| New | +$217K | ﹤0.01% | 1459 |
|
2024
Q4 | – | Sell |
-7,385
| Closed | -$269K | – | 1818 |
|
2024
Q3 | $269K | Sell |
7,385
-17,811
| -71% | -$648K | ﹤0.01% | 1380 |
|
2024
Q2 | $841K | Buy |
+25,196
| New | +$841K | 0.01% | 1061 |
|