Keel Point’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	$1.77M	Sell	50,070 -3,664	-7%	-$129K	0.12%	125
2025 Q1	$1.8M	Buy	53,734 +1,614	+3%	+$54.1K	0.14%	102
2024 Q4	$1.87M	Buy	52,120 +4,623	+10%	+$166K	0.15%	98
2024 Q3	$1.73M	Buy	47,497 +1,056	+2%	+$38.4K	0.14%	108
2024 Q2	$1.58M	Buy	+46,441	New	+$1.58M	0.14%	110