Milestone Asset 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 Q1	–	Sell	-14,204	Closed	-$509K	–	245
2024 Q4	$509K	Buy	14,204 +78	+0.6%	+$2.8K	0.11%	155
2024 Q3	$514K	Buy	14,126 +86	+0.6%	+$3.13K	0.12%	133
2024 Q2	$469K	Buy	+14,040	New	+$469K	0.12%	131