IMG 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	$4.06M	Buy	114,963 +8,816	+8%	+$311K	3.14%	10
2025 Q1	$3.56M	Buy	106,147 +2,920	+3%	+$97.8K	3.19%	10
2024 Q4	$3.7M	Buy	+103,227	New	+$3.7M	3.42%	11