Elios Financial Group’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	$3.63M	Buy	102,815 +746	+0.7%	+$26.3K	1.65%	15
2025 Q1	$3.42M	Sell	102,069 -2,054	-2%	-$68.8K	1.69%	16
2024 Q4	$3.73M	Sell	104,123 -3,359	-3%	-$120K	1.76%	16
2024 Q3	$3.91M	Buy	+107,482	New	+$3.91M	1.81%	17