Clear Creek Financial Management’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 Q2	$996K	Buy	28,224 +391	+1%	+$13.8K	0.09%	219
2025 Q1	$932K	Buy	27,833 +16,414	+144%	+$550K	0.1%	200
2024 Q4	$409K	Buy	11,419 +574	+5%	+$20.6K	0.04%	326
2024 Q3	$395K	Buy	+10,845	New	+$395K	0.04%	301