Golden State Equity Partners’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	$4.51M	Sell	127,804 -1,273	-1%	-$44.9K	0.83%	21
2025 Q1	$4.32M	Buy	129,077 +25,728	+25%	+$862K	0.86%	15
2024 Q4	$3.71M	Sell	103,349 -63,475	-38%	-$2.28M	0.71%	25
2024 Q3	$6.07M	Buy	166,824 +26,028	+18%	+$947K	3.2%	3
2024 Q2	$4.7M	Buy	+140,796	New	+$4.7M	0.98%	16