Northwest Financial Advisors’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	-8,170	Closed	-$274K	–	115
2025 Q1	$274K	Sell	8,170 -1,626	-17%	-$54.5K	0.23%	88
2024 Q4	$351K	Buy	9,796 +1,474	+18%	+$52.8K	0.29%	75
2024 Q3	$303K	Buy	+8,322	New	+$303K	0.24%	77