SSI Investment Management’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	$5.86M	Sell	166,163 -10,639	-6%	-$375K	0.41%	86
2025 Q1	$5.92M	Sell	176,802 -6,877	-4%	-$230K	0.46%	69
2024 Q4	$6.58M	Buy	183,679 +66,569	+57%	+$2.39M	0.49%	66
2024 Q3	$4.26M	Buy	+117,110	New	+$4.26M	0.31%	110