Consolidated Planning Corp’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	$350K	Buy	9,921 +479	+5%	+$16.9K	0.04%	148
2025 Q1	$316K	Buy	9,442 +1,414	+18%	+$47.4K	0.04%	149
2024 Q4	$288K	Buy	+8,028	New	+$288K	0.04%	172