IronBridge Private Wealth’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 Q1	$2.24M	Sell	66,734 -8,642	-11%	-$290K	0.88%	26
2024 Q4	$2.7M	Buy	75,376 +4,793	+7%	+$172K	0.99%	27
2024 Q3	$2.57M	Buy	+70,583	New	+$2.57M	0.96%	29