Insigneo Advisory Services’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	$805K	Sell	22,817 -180	-0.8%	-$6.35K	0.07%	223
2025 Q1	$770K	Buy	22,997 +2,914	+15%	+$97.6K	0.08%	209
2024 Q4	$720K	Buy	20,083 +2,341	+13%	+$83.9K	0.07%	211
2024 Q3	$645K	Buy	17,742 +3,916	+28%	+$142K	0.07%	260
2024 Q2	$459K	Buy	+13,826	New	+$459K	0.05%	313