Capasso Planning Partners’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
2024 Q4	–	Sell	-8,933	Closed	-$325K	–	141
2024 Q3	$325K	Buy	8,933 +872	+11%	+$31.7K	0.1%	115
2024 Q2	$269K	Hold	8,061	–	–	0.09%	121
2024 Q1	$281K	Buy	+8,061	New	+$281K	0.12%	88