Wells Fargo’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422M | Sell |
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|
2025
Q1 | $443M | Buy |
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|
2024
Q4 | $456M | Buy |
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|
2024
Q3 | $384M | Buy |
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|
2024
Q2 | $300M | Buy |
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|
2024
Q1 | $256M | Buy |
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|
2023
Q4 | $147M | Buy |
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|
2023
Q3 | $69.7M | Buy |
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|
2023
Q2 | $42.9M | Buy |
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|
2023
Q1 | $39.1M | Buy |
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|
2022
Q4 | $28.4M | Buy |
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|
2022
Q3 | $9.74M | Buy |
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|
2022
Q2 | $7K | Buy |
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|
2022
Q1 | $9K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $0 | Hold |
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|
2021
Q2 | $0 | Hold |
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|
2021
Q1 | $0 | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $0 | Hold |
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|
2020
Q2 | $0 | Hold |
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|
2020
Q1 | $0 | Hold |
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|
2019
Q4 | $0 | Hold |
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|
2019
Q3 | $0 | Hold |
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|
2019
Q2 | $0 | Hold |
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|
2019
Q1 | $0 | Buy |
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