M&R Capital 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
2024 Q3	$8K	Hold	220	–	–	﹤0.01%	415
2024 Q2	$7.34K	Buy	220 +5	+2%	+$167	﹤0.01%	405
2024 Q1	$7.49K	Hold	215	–	–	﹤0.01%	399
2023 Q4	$7.05K	Buy	+215	New	+$7.05K	﹤0.01%	450