Northeast Planning Associates NH’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	$2.08M	Buy	59,001 +721	+1%	+$25.4K	1.92%	18
2025 Q1	$1.95M	Buy	+58,280	New	+$1.95M	1.62%	18