Castleview 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
2025 Q1	–	Sell	-2,785	Closed	-$99.6K	–	485
2024 Q4	$99.6K	Buy	2,785 +748	+37%	+$26.7K	0.05%	253
2024 Q3	$74.1K	Hold	2,037	–	–	0.04%	272
2024 Q2	$68K	Buy	2,037 +1,880	+1,197%	+$62.8K	0.04%	288
2024 Q1	$5.47K	Buy	+157	New	+$5.47K	﹤0.01%	620