Per Stirling Capital Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$630K Sell
2025
Q2
$659K Sell
2025
Q1
$7.26M Buy
2024
Q4
$4.2M Buy
2024
Q3
$4.17M Buy
2024
Q2
$3.79M Sell
2024
Q1
$6.79M Sell
2023
Q4
$6.6M Buy
2023
Q3
$5.58M Sell
2023
Q2
$5.81M Buy