OneDigital Investment Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

OneDigital Investment Advisors’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 Q3	$1.68M	Sell
2025 Q2	$1.73M	Buy
2025 Q1	$1.62M	Buy
2024 Q4	$1.46M	Buy
2024 Q3	$1.13M	Buy
2024 Q2	$955K	Sell
2024 Q1	$1.08M	Buy
2023 Q4	$503K	Buy