Beacon Financial Advisory’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Beacon Financial Advisory’s Portfolio SDVY Stock Details SDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.56M	Sell
2025 Q2	$1.88M	Buy
2025 Q1	$1.41M	Buy
2024 Q4	$928K	Buy
2024 Q3	$575K	Buy
2024 Q2	$480K	Buy