Rothschild Investment LLC’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Rothschild Investment LLC’s Portfolio SDVY Stock Details SDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$438K	Buy
2025 Q1	$309K	Buy
2024 Q4	$257K	Buy
2024 Q3	$5.46K	Hold
2024 Q2	$5.01K	Hold
2024 Q1	$5.22K	Buy