Rehmann Capital Advisory Group’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
$4.31M Buy
122,183
+14,262
+13% +$503K 0.26% 73
2025
Q1
$3.62M Buy
107,921
+24,539
+29% +$822K 0.23% 84
2024
Q4
$2.99M Buy
83,382
+19,182
+30% +$688K 0.19% 93
2024
Q3
$2.33M Buy
64,200
+12,724
+25% +$463K 0.15% 110
2024
Q2
$1.72M Buy
+51,476
New +$1.72M 0.12% 134