LifeWealth Investments’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	$1.23M	Buy	34,735 +7,727	+29%	+$273K	0.4%	52
2025 Q1	$905K	Buy	+27,008	New	+$905K	0.37%	58