ERn Financial LLC’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	$256K	Buy	7,269 +24	+0.3%	+$847	0.05%	128
2025 Q1	$243K	Buy	7,245 +34	+0.5%	+$1.14K	0.04%	168
2024 Q4	$259K	Buy	7,211 +37	+0.5%	+$1.33K	0.04%	175
2024 Q3	$261K	Buy	+7,174	New	+$261K	0.04%	167