United Advisor 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	$1.69M	Buy	47,779 +1,528	+3%	+$53.9K	0.29%	90
2025 Q1	$1.55M	Buy	46,251 +2,856	+7%	+$95.7K	0.32%	80
2024 Q4	$1.56M	Buy	43,395 +9,647	+29%	+$346K	0.31%	79
2024 Q3	$1.23M	Buy	+33,748	New	+$1.23M	0.28%	90