SWX previous ETF holdings
Dates are bounded by retained official portfolio snapshots; baseline presence is never presented as an original addition date.
Previous ETFs holding SWX
| ETF | Fund | Added / first observed | Removed / first absent |
|---|---|---|---|
| AFSM | First Trust Active Factor Small Cap ETF | 2024-05-31 | 2025-08-31 |
| AIEQ | Amplify AI Powered Equity ETF | 2024-09-30 | 2024-12-31 |
| AVLC | Avantis U.S. Large Cap Equity ETF | Present before retained history; addition date unavailable | 2025-02-28 |
| AVUS | Avantis U.S. Equity ETF | Present before retained history; addition date unavailable | 2023-02-28 |
| BRNY | Burney U.S. Factor Rotation ETF | Present before retained history; addition date unavailable | 2024-04-30 |
| CLSE | Convergence Long/Short Equity ETF | 2025-11-30 | 2026-02-28 |
| CLSE | Convergence Long/Short Equity ETF | 2023-11-30 | 2024-02-29 |
| CLSE | Convergence Long/Short Equity ETF | 2023-05-31 | 2023-08-31 |
| CSML | IQ U.S. Small Cap ETF | 2021-04-30 | 2023-04-28 |
| DFRA | Abacus FCF Real Assets Leaders ETF | 2024-10-31 | 2025-04-30 |
| DGRO | iShares Core Dividend Growth ETF | 2022-10-31 | 2024-01-31 |
| DIVB | iShares Core Dividend ETF | 2024-07-31 | 2024-10-31 |
| DOZR | Direxion Daily US Infrastructure Bull 2X Shares | Present before retained history; addition date unavailable | 2022-04-30 |
| DRLL | Strive U.S. Energy ETF | Present before retained history; addition date unavailable | 2024-04-30 |
| DVLU | First Trust Dorsey Wright Momentum & Value ETF | Present before retained history; addition date unavailable | 2019-12-31 |
| DXR | None | Present before retained history; addition date unavailable | 2022-09-30 |
| ECLN | First Trust EIP Power Solutions ETF | 2022-01-31 | 2022-07-29 |
| EMLP | First Trust North American Energy Infrastructure Fund | 2022-01-31 | 2022-07-29 |
| FAB | First Trust Multi Cap Value AlphaDEX Fund | 2020-04-30 | 2023-04-28 |
| FAD | First Trust Multi Cap Growth AlphaDEX Fund | Present before retained history; addition date unavailable | 2020-01-31 |
| FDIV | MarketDesk Focused U.S. Dividend ETF | 2021-01-29 | 2022-01-31 |
| FDIV | MarketDesk Focused U.S. Dividend ETF | 2020-04-30 | 2020-07-31 |
| FDL | First Trust Morningstar Dividend Leaders Index Fund | 2023-06-30 | 2024-06-30 |
| FDL | First Trust Morningstar Dividend Leaders Index Fund | 2021-06-30 | 2022-06-30 |
| FNK | First Trust Mid Cap Value AlphaDEX Fund | 2022-04-29 | 2023-04-28 |
| FNK | First Trust Mid Cap Value AlphaDEX Fund | 2020-04-30 | 2021-04-30 |
| FNX | First Trust Mid Cap Core AlphaDEX Fund | 2022-04-29 | 2023-04-28 |
| FNX | First Trust Mid Cap Core AlphaDEX Fund | 2020-04-30 | 2021-04-30 |
| FNX | First Trust Mid Cap Core AlphaDEX Fund | Present before retained history; addition date unavailable | 2020-01-31 |
| FNY | First Trust Mid Cap Growth AlphaDEX Fund | Present before retained history; addition date unavailable | 2020-01-31 |
| FTLS | First Trust Long/Short Equity ETF | 2020-01-31 | 2020-04-30 |
| FYT | First Trust Small Cap Value AlphaDEX Fund | 2021-04-30 | 2022-04-29 |
| FYX | First Trust Small Cap Core AlphaDEX Fund | 2021-04-30 | 2022-04-29 |
| GDL | GDL Fund | 2022-03-31 | 2024-06-28 |
| GGZ | Gabelli Global Small & Mid Cap Value Trust | Present before retained history; addition date unavailable | 2023-09-29 |
| GVLU | Gotham 1000 Value ETF | 2025-03-31 | 2025-06-30 |
| GVLU | Gotham 1000 Value ETF | 2024-06-30 | 2024-12-31 |
| GVLU | Gotham 1000 Value ETF | 2023-09-30 | 2023-12-31 |
| HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 2024-01-31 | 2024-10-31 |
| HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | Present before retained history; addition date unavailable | 2022-01-31 |
| JFR | Nuveen Floating Rate Income Fund | 2021-10-31 | 2023-01-31 |
| JHMM | John Hancock Multifactor Mid Cap ETF | 2022-10-31 | 2023-07-31 |
| JHMM | John Hancock Multifactor Mid Cap ETF | Present before retained history; addition date unavailable | 2020-04-30 |
| JHMU | John Hancock Dynamic Municipal Bond ETF | Present before retained history; addition date unavailable | 2020-10-31 |
| JHSC | John Hancock Multifactor Small Cap ETF | Present before retained history; addition date unavailable | 2023-10-31 |
| JQC | Nuveen Credit Strategies Income Fund | 2021-10-31 | 2023-01-31 |
| KNOW | Fundamentals First ETF | Present before retained history; addition date unavailable | 2020-01-31 |
| KORP | American Century Diversified Corporate Bond ETF | 2022-11-30 | 2023-02-28 |
| LITL | Simplify Piper Sandler US Small-Cap PLUS Income ETF | Present before retained history; addition date unavailable | 2025-09-30 |
| MDIV | Multi-Asset Diversified Income Index Fund | 2023-09-29 | 2024-06-30 |
| MDIV | Multi-Asset Diversified Income Index Fund | 2021-06-30 | 2021-12-31 |
| MIDE | Xtrackers S&P MidCap 400 Scored & Screened ETF | 2023-05-31 | 2024-05-31 |
| MIDE | Xtrackers S&P MidCap 400 Scored & Screened ETF | Present before retained history; addition date unavailable | 2022-05-31 |
| MNA | NYLI Merger Arbitrage ETF | 2022-01-31 | 2022-07-29 |
| NMAI | Nuveen Multi-Asset Income Fund | Present before retained history; addition date unavailable | 2022-12-31 |
| NTKI | Nationwide Russell 2000 Risk-Managed Income ETF | Present before retained history; addition date unavailable | 2023-08-31 |
| OPTZ | Optimize Strategy Index ETF | Present before retained history; addition date unavailable | 2025-09-30 |
| PAMC | Pacer Lunt Midcap Multi-Factor Alternator ETF | 2025-10-31 | 2026-01-31 |
| PAMC | Pacer Lunt Midcap Multi-Factor Alternator ETF | 2025-04-30 | 2025-07-31 |
| PAMC | Pacer Lunt Midcap Multi-Factor Alternator ETF | 2021-10-31 | 2022-07-31 |
| PTMC | Pacer Trendpilot US Mid Cap ETF | 2024-01-31 | 2025-04-30 |
| PTMC | Pacer Trendpilot US Mid Cap ETF | 2023-01-31 | 2023-10-31 |
| PTMC | Pacer Trendpilot US Mid Cap ETF | 2020-07-31 | 2022-01-31 |
| PTMC | Pacer Trendpilot US Mid Cap ETF | Present before retained history; addition date unavailable | 2020-04-30 |
| RA | Brookfield Real Assets Income Fund Inc. | 2022-06-30 | 2022-12-31 |
| RNMC | First Trust SMID Capital Strength ETF | 2022-06-30 | 2024-06-30 |
| RNMC | First Trust SMID Capital Strength ETF | Present before retained history; addition date unavailable | 2021-06-30 |
| RNSC | First Trust SMID Growth Strength ETF | 2021-06-30 | 2022-06-30 |
| SHRT | Gotham Short Strategies ETF | Present before retained history; addition date unavailable | 2025-03-31 |
| TUSA | First Trust Dividend Strength ETF | Present before retained history; addition date unavailable | 2022-06-30 |
| UTES | Virtus Reaves Utilities ETF | 2020-07-31 | 2021-10-29 |
| UTES | Virtus Reaves Utilities ETF | Present before retained history; addition date unavailable | 2020-04-30 |
| VALQ | American Century U.S. Quality Value ETF | Present before retained history; addition date unavailable | 2020-02-29 |
| VUSE | Vident U.S. Equity Strategy ETF | 2021-08-31 | 2022-02-28 |
| VVR | Invesco Senior Income Trust | 2021-08-31 | 2022-02-28 |
| WBIG | WBI BullBear Yield 3000 ETF | 2025-03-31 | 2025-06-30 |
| XVOL | Acruence Active Hedge U.S.Equity ETF | 2024-09-30 | 2024-12-31 |