NewEdge Wealth’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	-34,277	Closed	-$1.15M	–	1022
2025 Q1	$1.15M	Buy	34,277 +6,830	+25%	+$229K	0.02%	448
2024 Q4	$984K	Hold	27,447	–	–	0.02%	489
2024 Q3	$999K	Buy	+27,447	New	+$999K	0.02%	472