Michels Family Financial’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	$295K	Buy	8,362 +24	+0.3%	+$847	0.25%	105
2025 Q1	$279K	Sell	8,338 -63	-0.7%	-$2.11K	0.25%	108
2024 Q4	$301K	Buy	+8,401	New	+$301K	0.28%	102