GPS Wealth Strategies Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$71.4K	Sell	1,864 -138,607	-99%	-$5.26M	0.06%	181
2025 Q3	$5.34M	Buy	140,471 +10,692	+8%	+$397K	0.56%	37
2025 Q2	$4.58M	Buy	129,779 +3,069	+2%	+$103K	0.53%	39
2025 Q1	$4.24M	Buy	126,710 +14,300	+13%	+$510K	0.57%	35
2024 Q4	$4.03M	Buy	112,410 +1,782	+2%	+$66.7K	0.52%	38
2024 Q3	$4.02M	Buy	110,628 +1,312	+1%	+$45.8K	0.54%	32
2024 Q2	$3.65M	Buy	109,316 +6,285	+6%	+$212K	0.55%	29
2024 Q1	$3.59M	Buy	103,031 +16,984	+20%	+$554K	0.58%	29
2023 Q4	$2.82M	Sell	86,047 -547	-0.6%	-$16K	0.51%	34
2023 Q3	$2.44M	Buy	86,594 +1,564	+2%	+$45.7K	0.47%	43
2023 Q2	$2.41M	Buy	85,030 +5,686	+7%	+$151K	0.45%	42
2023 Q1	$2.11M	Buy	+79,344	New	+$2.2M	0.44%	46
2022 Q2	–	Sell	-226	Closed	-$6K	–	1162
2022 Q1	$6K	Buy	226 +1	+0.4%	+$29	﹤0.01%	822
2021 Q4	$7K	Buy	+225	New	+$6.7K	﹤0.01%	813