Barnes Pettey Financial 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	$399K	Buy	11,301 +870	+8%	+$30.7K	0.27%	65
2025 Q1	$349K	Buy	10,431 +528	+5%	+$17.7K	0.27%	67
2024 Q4	$355K	Buy	+9,903	New	+$355K	0.27%	64
2024 Q1	–	Sell	-7,598	Closed	-$249K	–	101
2023 Q4	$249K	Buy	+7,598	New	+$249K	0.2%	83