PWS

Proactive Wealth Strategies’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.01M	Sell	57,031 -107	-0.2%	-$3.78K	0.95%	37
2025 Q1	$1.91M	Sell	57,138 -234	-0.4%	-$7.84K	1.02%	34
2024 Q4	$2.06M	Sell	57,372 -18,546	-24%	-$665K	1.07%	31
2024 Q3	$2.76M	Buy	+75,918	New	+$2.76M	1.53%	19