Cary Street 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	$784K	Hold	22,210	–	–	0.02%	453
2025 Q1	$744K	Buy	22,210 +700	+3%	+$23.5K	0.02%	457
2024 Q4	$771K	Buy	+21,510	New	+$771K	0.03%	432