Jacobi Capital Management’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	$1.71M	Buy	48,440 +16,515	+52%	+$583K	0.11%	180
2025 Q1	$1.07M	Buy	31,925 +23,668	+287%	+$793K	0.08%	240
2024 Q4	$296K	Buy	8,257 +41	+0.5%	+$1.47K	0.02%	472
2024 Q3	$299K	Buy	8,216 +1,092	+15%	+$39.7K	0.02%	456
2024 Q2	$238K	Buy	+7,124	New	+$238K	0.02%	465