Brinker Capital Investments’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Brinker Capital Investments’s Portfolio SDVY Stock Details SDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.47M	Buy
2025 Q2	$1.27M	Sell
2025 Q1	$1.21M	Buy
2024 Q4	$1.12M	Sell
2024 Q3	$1.23M	Sell
2024 Q2	$1.62M	Buy
2024 Q1	$709K	Buy
2023 Q2	–	Sell
2023 Q1	$1.08M	Buy