Keystone Financial Services (Nebraska)’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	$675K	Buy	19,132 +756	+4%	+$26.7K	0.51%	30
2025 Q1	$616K	Buy	18,376 +2,377	+15%	+$79.6K	0.52%	30
2024 Q4	$574K	Buy	+15,999	New	+$574K	0.53%	28