Advance Capital 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 Q2	$318K	Sell	9,024 -494,065	-98%	-$17.4M	0.01%	125
2025 Q1	$16.9M	Buy	503,089 +12,072	+2%	+$404K	0.81%	14
2024 Q4	$17.6M	Buy	+491,017	New	+$17.6M	0.81%	10