Kovack Advisors’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	$597K	Sell	16,921 -533	-3%	-$18.8K	0.06%	284
2025 Q1	$585K	Buy	17,454 +2,872	+20%	+$96.2K	0.06%	264
2024 Q4	$523K	Buy	14,582 +5,767	+65%	+$207K	0.05%	294
2024 Q3	$321K	Buy	8,815 +1,098	+14%	+$39.9K	0.03%	423
2024 Q2	$258K	Buy	+7,717	New	+$258K	0.03%	458