SageOak Financial’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	-10,510	Closed	-$352K	–	34
2025 Q1	$352K	Sell	10,510 -13,514	-56%	-$453K	0.31%	26
2024 Q4	$861K	Buy	+24,024	New	+$861K	0.79%	22