OneAscent Financial Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

OneAscent Financial Services’s Portfolio SDVY Stock Details SDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$827K	Sell
2025 Q1	$862K	Sell
2024 Q4	$1.27M	Buy
2022 Q4	–	Sell
2022 Q3	$550K	Sell
2022 Q2	$1.15M	Buy