World Equity Group’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
Q4 | $553K | Buy |
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|
2025
Q3 | $541K | Buy |
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|
2025
Q2 | $495K | Sell |
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|
2025
Q1 | $4.51M | Buy |
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|
2024
Q4 | $4.34M | Buy |
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|
2024
Q3 | $4.22M | Buy |
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|
2024
Q2 | $3.62M | Buy |
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|
2024
Q1 | $3.76M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.44M | Buy |
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|
2023
Q2 | $938K | Buy |
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