Bolthouse Investments’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	$1.81M	Sell	51,388 -24,052	-32%	-$849K	1.76%	16
2025 Q1	$2.53M	Buy	75,440 +162	+0.2%	+$5.43K	2.64%	8
2024 Q4	$2.7M	Buy	+75,278	New	+$2.7M	2.49%	9