Whipplewood 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	$295K	Buy	8,368 +18	+0.2%	+$635	0.16%	126
2025 Q1	$896K	Sell	8,350 -18,176	-69%	-$1.95M	0.53%	49
2024 Q4	$951K	Buy	+26,526	New	+$951K	0.54%	45