GeoWealth Management’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 Q1	–	Sell	-13,140	Closed	-$471K	–	1692
2024 Q4	$471K	Sell	13,140 -3,587	-21%	-$129K	0.02%	483
2024 Q3	$609K	Sell	16,727 -1	-0%	-$36	0.02%	426
2024 Q2	$558K	Buy	16,728 +1,194	+8%	+$39.9K	0.02%	403
2024 Q1	$541K	Buy	+15,534	New	+$541K	0.02%	417