Central Pacific Bank - Trust Division’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
$2.48M Sell
70,270
-8,755
-11% -$309K 0.32% 85
2025
Q1
$2.65M Hold
79,025
0.37% 68
2024
Q4
$2.83M Buy
79,025
+25,170
+47% +$902K 0.37% 55
2024
Q3
$1.96M Buy
+53,855
New +$1.96M 0.25% 106