Legacy Capital Group California’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	–	Sell	-43,388	Closed	-$1.56M	–	353
2024 Q4	$1.56M	Sell	43,388 -1,837	-4%	-$65.9K	0.47%	38
2024 Q3	$1.65M	Buy	45,225 +343	+0.8%	+$12.5K	0.55%	33
2024 Q2	$1.5M	Sell	44,882 -956	-2%	-$31.9K	0.54%	41
2024 Q1	$1.6M	Buy	+45,838	New	+$1.6M	0.59%	32