Genesis Private Wealth’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	$2.58M	Buy	73,100 +2,721	+4%	+$96K	1.22%	26
2025 Q1	$2.36M	Buy	70,379 +4,747	+7%	+$159K	1.25%	24
2024 Q4	$2.35M	Buy	+65,632	New	+$2.35M	1.3%	24