Aptus Capital Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.5M Buy
440,289
+33,769
+8% +$1.19M 0.13% 136
2025
Q1
$13.6M Buy
406,520
+31,528
+8% +$1.06M 0.14% 137
2024
Q4
$13.4M Buy
374,992
+301,792
+412% +$10.8M 0.14% 120
2024
Q3
$2.66M Buy
73,200
+31,715
+76% +$1.15M 0.04% 284
2024
Q2
$1.38M Buy
+41,485
New +$1.38M 0.02% 335