Ellsworth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Ellsworth Advisors’s Portfolio SDVY Stock Details SDVY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$980K	Buy
2025 Q2	$750K	Buy
2025 Q1	$567K	Buy
2024 Q4	$440K	Buy
2024 Q3	$354K	Buy
2024 Q2	$248K	Buy