Blue Chip Partners’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	$19.1M	Buy	540,503 +167,729	+45%	+$5.92M	1.55%	25
2025 Q1	$12.5M	Sell	372,774 -9,938	-3%	-$333K	1.08%	33
2024 Q4	$13.7M	Buy	+382,712	New	+$13.7M	1.18%	31