Fortis Group Advisors’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	$245K	Buy	+6,808	New	+$245K	0.04%	198
2024 Q2	–	Sell	-38,590	Closed	-$1.34M	–	524
2024 Q1	$1.34M	Buy	+38,590	New	+$1.34M	0.25%	79