Ballew 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	$1.03M	Buy	28,320 +2,258	+9%	+$82.3K	0.61%	40
2025 Q1	$812K	Buy	26,062 +5,000	+24%	+$156K	0.54%	42
2024 Q4	$756K	Buy	21,062 +4,281	+26%	+$154K	0.48%	48
2024 Q3	$608K	Buy	+16,781	New	+$608K	0.41%	56