WT
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Whittier Trust’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Whittier Trust’s Portfolio SDVY Stock Details SDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.05K Hold
200
– – ﹤0.01% 1291
2025
Q1 		$6.7K Hold
200
– – ﹤0.01% 1277
2024
Q4 		$7.17K Hold
200
– – ﹤0.01% 1303
2024
Q3 		$7.28K Buy
+200
New +$7.28K ﹤0.01% 1323