Beacon Pointe Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Beacon Pointe Advisors’s Portfolio SDVY Stock Details SDVY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$303K	Sell
2025 Q2	$290K	Hold
2025 Q1	$275K	Sell
2024 Q4	$331K	Buy
2024 Q3	$299K	Buy
2024 Q2	$257K	Sell
2024 Q1	$376K	Buy