Cerity 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	$1.9M	Buy	+53,757	New	+$1.9M	﹤0.01%	1242
2024 Q2	–	Sell	-9,137	Closed	-$318K	–	2388
2024 Q1	$318K	Hold	9,137	–	–	﹤0.01%	1835
2023 Q4	$299K	Buy	+9,137	New	+$299K	﹤0.01%	1508