Mason & Associates (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 Q2	$2.7M	Buy	76,425 +1,183	+2%	+$41.7K	0.62%	36
2025 Q1	$2.52M	Buy	75,242 +1,752	+2%	+$58.7K	0.63%	31
2024 Q4	$2.63M	Sell	73,490 -415	-0.6%	-$14.9K	0.62%	29
2024 Q3	$2.69M	Buy	73,905 +67,581	+1,069%	+$2.46M	0.67%	26
2024 Q2	$211K	Buy	+6,324	New	+$211K	0.06%	105