Precedent Wealth 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	$7.55M	Buy	214,049 +13,793	+7%	+$487K	1.85%	13
2025 Q1	$6.71M	Buy	200,256 +81,632	+69%	+$2.73M	1.86%	13
2024 Q4	$4.25M	Buy	+118,624	New	+$4.25M	1.39%	17