Virtus Family Office’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	$1.6M	Buy	45,383 +4,792	+12%	+$169K	2.05%	18
2025 Q1	$1.36M	Buy	40,591 +14	+0%	+$469	1.75%	25
2024 Q4	$1.45M	Buy	+40,577	New	+$1.45M	1.82%	24