HAM

Hickory Asset Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.55M	Sell	43,808 -12,170	-22%	-$429K	1.28%	23
2025 Q1	$1.88M	Sell	55,978 -4,124	-7%	-$138K	1.67%	16
2024 Q4	$2.15M	Buy	+60,102	New	+$2.15M	1.83%	15