Prosperity Financial 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
2025 Q2	$596K	Buy	16,883 +1,603	+10%	+$56.6K	0.25%	98
2025 Q1	$512K	Buy	15,280 +2,565	+20%	+$85.9K	0.25%	94
2024 Q4	$456K	Sell	12,715 -22,866	-64%	-$820K	0.23%	95
2024 Q3	$1.29M	Buy	+35,581	New	+$1.29M	0.72%	38