Richmond Investment Services’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	$19.8M	Buy	560,714 +284,745	+103%	+$10M	4.18%	6
2025 Q1	$9.25M	Buy	275,969 +63,510	+30%	+$2.13M	5.02%	4
2024 Q4	$7.62M	Buy	+212,459	New	+$7.62M	4.28%	5