Ellsworth Advisors’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	$750K	Buy	21,258 +4,339	+26%	+$153K	0.18%	107
2025 Q1	$567K	Buy	16,919 +4,660	+38%	+$156K	0.15%	139
2024 Q4	$440K	Buy	12,259 +2,530	+26%	+$90.7K	0.12%	142
2024 Q3	$354K	Buy	9,729 +2,303	+31%	+$83.8K	0.09%	151
2024 Q2	$248K	Buy	+7,426	New	+$248K	0.07%	167