Mather Group’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	-515	Closed	-$17.3K	–	1515
2025 Q1	$17.3K	Hold	515	–	–	﹤0.01%	1125
2024 Q4	$18.5K	Sell	515 -254	-33%	-$9.11K	﹤0.01%	1100
2024 Q3	$28K	Sell	769 -236	-23%	-$8.59K	﹤0.01%	993
2024 Q2	$35K	Buy	+1,005	New	+$35K	﹤0.01%	1099