Pinnacle Associates’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	$5.89M	Buy	166,882 +39,463	+31%	+$1.39M	0.09%	215
2025 Q1	$4.27M	Buy	127,419 +102,116	+404%	+$3.42M	0.06%	255
2024 Q4	$907K	Buy	+25,303	New	+$907K	0.01%	500
2024 Q3	–	Sell	-12,025	Closed	-$401K	–	839
2024 Q2	$401K	Buy	+12,025	New	+$401K	0.01%	630