KMG Fiduciary Partners’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	$3.94M	Buy	111,593 +8,615	+8%	+$304K	0.29%	83
2025 Q1	$3.45M	Buy	102,978 +17,368	+20%	+$582K	0.29%	86
2024 Q4	$3.07M	Buy	85,610 +5,375	+7%	+$193K	0.25%	94
2024 Q3	$2.92M	Buy	80,235 +62,436	+351%	+$2.27M	0.25%	93
2024 Q2	$594K	Buy	+17,799	New	+$594K	0.06%	175