Comprehensive Financial Planning’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Comprehensive Financial Planning’s Portfolio SDVY Stock Details SDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$423K	Buy
2025 Q2	$391K	Buy
2025 Q1	$354K	Sell
2024 Q4	$379K	Buy