Betterment LLC’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	$1.37M	Buy	38,894 +13,394	+53%	+$472K	﹤0.01%	245
2025 Q1	$854K	Buy	25,500 +6,303	+33%	+$211K	﹤0.01%	273
2024 Q4	$688K	Buy	19,197 +13,565	+241%	+$486K	﹤0.01%	287
2024 Q3	$205K	Buy	+5,632	New	+$205K	﹤0.01%	419