Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Envestnet Portfolio Solutions’s Portfolio SDVY Stock Details SDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$7.92M Buy
2025
Q2 		$4.13M Buy
2025
Q1 		$3.56M Buy
2024
Q4 		$2.23M Buy
2024
Q3 		$1.85M Sell
2024
Q2 		$2M Buy
2024
Q1 		$1.88M Buy
2023
Q4 		$1.01M Buy
2023
Q3 		$664K Buy