Gentry 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	$511K	Sell	14,492 -110	-0.8%	-$3.88K	0.39%	44
2025 Q1	$489K	Sell	14,602 -607	-4%	-$20.3K	0.4%	49
2024 Q4	$545K	Sell	15,209 -2,873	-16%	-$103K	2.27%	14
2024 Q3	$658K	Buy	+18,082	New	+$658K	0.54%	31