William Blair & Company’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 | $44.6M | Sell |
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|
2025
Q1 | $42.6M | Buy |
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|
2024
Q4 | $44.6M | Buy |
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|
2024
Q3 | $39.8M | Buy |
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|
2024
Q2 | $34.2M | Buy |
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|
2024
Q1 | $33.7M | Buy |
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|
2023
Q4 | $23.9M | Buy |
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|
2023
Q3 | $16M | Buy |
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|
2023
Q2 | $8.74M | Buy |
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|
2023
Q1 | $4.47M | Buy |
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|
2022
Q4 | $3.36M | Buy |
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|
2022
Q3 | $54K | Buy |
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|
2022
Q2 | $46K | Hold |
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|
2022
Q1 | $54K | Buy |
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|
2021
Q4 | $16K | Hold |
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|
2021
Q3 | $15K | Buy |
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