Marshall Investment 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	–	Sell	-41,830	Closed	-$1.4M	–	192
2025 Q1	$1.4M	Buy	41,830 +658	+2%	+$22K	0.87%	37
2024 Q4	$1.5M	Buy	+41,172	New	+$1.5M	0.88%	35