JP Morgan Chase’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
2026 Q1	$5.3M	Buy	137,666 +26,202	+24%	+$1.06M	﹤0.01%	3259
2025 Q4	$4.27M	Buy	111,464 +584	+0.5%	+$22.2K	﹤0.01%	3465
2025 Q3	$4.22M	Buy	110,880 +9,555	+9%	+$354K	﹤0.01%	3512
2025 Q2	$3.57M	Sell	101,325 -23,558	-19%	-$790K	﹤0.01%	3456
2025 Q1	$4.18M	Buy	124,883 +7,109	+6%	+$254K	﹤0.01%	3310
2024 Q4	$4.22M	Sell	117,774 -27,729	-19%	-$1.04M	﹤0.01%	3501
2024 Q3	$5.29M	Buy	145,503 +22,158	+18%	+$774K	﹤0.01%	3176
2024 Q2	$4.12M	Sell	123,345 -19,254	-14%	-$648K	﹤0.01%	3184
2024 Q1	$4.97M	Buy	142,599 +9,007	+7%	+$294K	﹤0.01%	3113
2023 Q4	$4.38M	Buy	133,592 +133,513	+169,004%	+$3.9M	﹤0.01%	3210
2023 Q3	$2.23K	Buy	79 +74	+1,480%	+$2.16K	﹤0.01%	6529
2023 Q2	$153	Sell	5 -727	-99%	-$19.3K	﹤0.01%	6664
2023 Q1	$19.5K	Buy	732 +4	+0.5%	+$111	﹤0.01%	5980
2022 Q4	$19K	Buy	+728	New	+$18.9K	﹤0.01%	5906