Concorde Asset 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
2024 Q3	–	Sell	-104,563	Closed	-$3.49M	–	183
2024 Q2	$3.49M	Sell	104,563 -65,073	-38%	-$2.17M	2.15%	9
2024 Q1	$5.91M	Buy	+169,636	New	+$5.91M	4.04%	6