Grantvest Financial Group’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	$1.42M	Sell	40,287 -2,112	-5%	-$74.5K	1.06%	18
2025 Q1	$1.42M	Buy	42,399 +1,983	+5%	+$66.4K	1.15%	16
2024 Q4	$1.45M	Buy	+40,416	New	+$1.45M	1.62%	14