Frederick Financial Consultants’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	$485K	Buy	13,753 +115	+0.8%	+$4.06K	0.3%	54
2025 Q1	$457K	Buy	13,638 +5,104	+60%	+$171K	0.33%	53
2024 Q4	$306K	Buy	+8,534	New	+$306K	0.24%	60