Comprehensive Financial Consultants Institutional’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	$272K	Hold	7,719	–	–	0.09%	163
2025 Q1	$259K	Hold	7,719	–	–	0.09%	154
2024 Q4	$277K	Hold	7,719	–	–	0.1%	148
2024 Q3	$281K	Buy	+7,719	New	+$281K	0.1%	146
2022 Q1	–	Sell	-6,397	Closed	-$183K	–	434
2021 Q4	$183K	Buy	+6,397	New	+$183K	0.12%	164