Lifestyle Asset Management’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	$11.4M	Buy	324,002 +44,687	+16%	+$1.58M	5.34%	3
2025 Q1	$9.36M	Buy	279,315 +130,741	+88%	+$4.38M	5.14%	4
2024 Q4	$5.33M	Buy	+148,574	New	+$5.33M	2.9%	9