&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
$10.2M Buy
290,064
+251,543
+653% +$8.87M 0.08% 234
2025
Q1
$1.29M Sell
38,521
-3,402
-8% -$114K 0.01% 721
2024
Q4
$1.52M Buy
41,923
+19,015
+83% +$688K 0.02% 597
2024
Q3
$833K Buy
+22,908
New +$833K 0.02% 640