Cape Investment 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
2023 Q4	–	Sell	-100	Closed	-$2.82K	–	1206
2023 Q3	$2.82K	Hold	100	–	–	﹤0.01%	758
2023 Q2	$2.83K	Buy	+100	New	+$2.83K	﹤0.01%	738