Golden State Wealth 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 Q2	$10.7M	Buy	303,184 +8,513	+3%	+$300K	1.3%	15
2025 Q1	$9.87M	Buy	294,671 +45,267	+18%	+$1.52M	1.47%	15
2024 Q4	$8.94M	Buy	+249,404	New	+$8.94M	1.34%	16
2022 Q1	$939K	Buy	33,709 +20,218	+150%	+$563K	0.18%	110
2021 Q4	$409K	Buy	+13,491	New	+$409K	0.07%	244