Hobart Private Capital’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.48M Sell
2025
Q2
$6.09M Sell
2025
Q1
$6.31M Sell
2024
Q4
$6.79M Sell
2024
Q3
$8.13M Buy
2024
Q2
$7.14M Buy
2024
Q1
$5.99M Buy
2023
Q4
$4.68M Buy