Private Advisory Group’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
2024 Q1	–	Sell	-115,900	Closed	-$3.8M	–	210
2023 Q4	$3.8M	Buy	115,900 +13,575	+13%	+$445K	0.66%	45
2023 Q3	$2.89M	Buy	+102,325	New	+$2.89M	0.57%	49