Wintrust Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $783K | Buy |
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|
2024
Q3 | $674K | Sell |
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|
2024
Q2 | $5.99M | Buy |
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|
2024
Q1 | $6.13M | Buy |
|
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|
2023
Q4 | $5.03M | Buy |
|
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|
2023
Q3 | $4.14M | Buy |
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|
2023
Q2 | $630K | Sell |
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|
2023
Q1 | $649K | Sell |
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|
2022
Q4 | $693K | Sell |
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|
2022
Q3 | $2.32M | Sell |
|
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|
2022
Q2 | $3.48M | Sell |
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|
2022
Q1 | $4.13M | Buy |
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|
2021
Q4 | $333K | Buy |
|