ORG Partners’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	$110K	Sell	3,050 -1,500	-33%	-$53.9K	0.02%	418
2025 Q1	$153K	Sell	4,550 -1,500	-25%	-$50.6K	0.04%	314
2024 Q4	$217K	Buy	6,050 +4,050	+203%	+$145K	0.03%	309
2024 Q3	$72.8K	Buy	+2,000	New	+$72.8K	0.01%	448