Comprehensive Financial Planning’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	$391K	Buy	11,086 +511	+5%	+$18K	0.31%	73
2025 Q1	$354K	Sell	10,575 -3	-0%	-$101	0.34%	61
2024 Q4	$379K	Buy	+10,578	New	+$379K	0.32%	61