Guardian Wealth Advisors (North Carolina)’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	$14.4M	Buy	408,309 +33,136	+9%	+$1.17M	1.01%	23
2025 Q1	$12.6M	Buy	375,173 +32,989	+10%	+$1.11M	1.01%	22
2024 Q4	$12.3M	Buy	342,184 +287,309	+524%	+$10.3M	0.97%	24
2024 Q3	$2M	Buy	54,875 +14,875	+37%	+$541K	0.21%	64
2024 Q2	$1.34M	Buy	+40,000	New	+$1.34M	0.16%	79