AssuredPartners Investment 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	–	Sell	-111,804	Closed	-$3.75M	–	313
2025 Q1	$3.75M	Buy	111,804 +9,426	+9%	+$316K	0.72%	33
2024 Q4	$3.67M	Buy	+102,378	New	+$3.67M	0.72%	35