Beacon Financial Advisory’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	$1.88M	Buy	53,156 +11,060	+26%	+$390K	0.49%	41
2025 Q1	$1.41M	Buy	42,096 +16,197	+63%	+$543K	0.43%	50
2024 Q4	$928K	Buy	25,899 +10,091	+64%	+$362K	0.3%	92
2024 Q3	$575K	Buy	15,808 +1,431	+10%	+$52.1K	0.2%	139
2024 Q2	$480K	Buy	+14,377	New	+$480K	0.18%	149