Bank of Montreal’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	$42.8K	Buy	1,213 +1,184	+4,083%	+$41.8K	﹤0.01%	2864
2025 Q1	$981	Sell	29 -1,163	-98%	-$39.3K	﹤0.01%	3119
2024 Q4	$42.8K	Buy	+1,192	New	+$42.8K	﹤0.01%	2827
2024 Q1	–	Sell	-41	Closed	-$1.36K	–	3775
2023 Q4	$1.36K	Buy	+41	New	+$1.36K	﹤0.01%	3454