Perennial Investment Advisors’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	–	Sell	-7,574	Closed	-$254K	–	470
2025 Q1	$254K	Buy	7,574 +1,126	+17%	+$37.7K	0.03%	350
2024 Q4	$231K	Buy	+6,448	New	+$231K	0.03%	353