Waverly Advisors’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	$2.15M	Sell	60,912 -1,872	-3%	-$66K	0.02%	477
2025 Q1	$2.1M	Buy	+62,784	New	+$2.1M	0.03%	470
2023 Q2	–	Sell	-93,186	Closed	-$2.48M	–	372
2023 Q1	$2.48M	Sell	93,186 -10,801	-10%	-$288K	0.13%	92
2022 Q4	$2.71M	Buy	+103,987	New	+$2.71M	0.15%	78