Cary Street Partners 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
2024 Q4	–	Sell	-19,535	Closed	-$711K	–	710
2024 Q3	$711K	Buy	19,535 +5,550	+40%	+$202K	0.03%	426
2024 Q2	$467K	Buy	13,985 +1,100	+9%	+$36.7K	0.02%	492
2024 Q1	$449K	Buy	12,885 +2,285	+22%	+$79.6K	0.02%	476
2023 Q4	$347K	Buy	+10,600	New	+$347K	0.02%	502