Valley National Advisers’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
$2.06M Buy
58,517
+180
+0.3% +$6.35K 0.34% 79
2025
Q1
$1.95M Buy
58,337
+4,340
+8% +$145K 0.35% 70
2024
Q4
$1.94M Buy
53,997
+5,857
+12% +$210K 0.35% 71
2024
Q3
$1.75M Buy
+48,140
New +$1.75M 0.32% 91