Abound Wealth Management’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 Q1	–	Sell	-2,421	Closed	-$86.8K	–	1327
2024 Q4	$86.8K	Sell	2,421 -1,961	-45%	-$70.3K	0.03%	120
2024 Q3	$159K	Buy	+4,382	New	+$159K	0.05%	71