OWM

OneAscent Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-17,416	Closed	-$464K	–	170
2023 Q1	$464K	Buy	+17,416	New	+$464K	0.18%	70
2022 Q2	–	Sell	-14,011	Closed	-$390K	–	222
2022 Q1	$390K	Buy	+14,011	New	+$390K	0.19%	110