Kovitz Investment Group Partners’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	$6.74M	Sell	191,104 -317,605	-62%	-$11.2M	0.03%	386
2025 Q1	$17M	Buy	508,709 +166,795	+49%	+$5.59M	0.09%	194
2024 Q4	$12.3M	Buy	341,914 +1,121	+0.3%	+$40.2K	0.06%	230
2024 Q3	$12.4M	Buy	+340,793	New	+$12.4M	0.09%	192