Meridian Wealth 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	$4.16M	Buy	118,009 +4,079	+4%	+$144K	0.18%	116
2025 Q1	$3.82M	Buy	113,930 +44,041	+63%	+$1.48M	0.18%	125
2024 Q4	$2.51M	Buy	69,889 +30,553	+78%	+$1.1M	0.12%	168
2024 Q3	$1.43M	Buy	39,336 +23,074	+142%	+$839K	0.07%	221
2024 Q2	$543K	Buy	+16,262	New	+$543K	0.06%	166