Commonwealth Financial Services’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	$956K	Buy	27,092 +1,754	+7%	+$61.9K	0.18%	71
2025 Q1	$849K	Buy	25,338 +3,657	+17%	+$123K	0.17%	81
2024 Q4	$777K	Buy	21,681 +2,848	+15%	+$102K	0.15%	78
2024 Q3	$677K	Buy	18,833 +1,065	+6%	+$38.3K	0.13%	88
2024 Q2	$583K	Buy	+17,768	New	+$583K	0.12%	95