Partners 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	$882K	Hold	26,174	–	–	1%	33
2025 Q1	$877K	Hold	26,174	–	–	0.99%	34
2024 Q4	$938K	Buy	+26,174	New	+$938K	1.07%	29