Modern 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	$714K	Buy	20,231 +3,580	+22%	+$126K	0.02%	416
2025 Q1	$558K	Buy	16,651 +1,679	+11%	+$56.2K	0.02%	398
2024 Q4	$537K	Buy	+14,972	New	+$537K	0.02%	348