Merit Financial Group’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	$3.4M	Buy	96,442 +12,193	+14%	+$430K	0.04%	365
2025 Q1	$2.82M	Buy	84,249 +15,164	+22%	+$508K	0.04%	339
2024 Q4	$2.48M	Buy	+69,085	New	+$2.48M	0.04%	315