Realta Investment Advisors’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
2023 Q4	–	Sell	-9,893	Closed	-$280K	–	734
2023 Q3	$280K	Hold	9,893	–	–	0.06%	308
2023 Q2	$280K	Buy	9,893 +2,323	+31%	+$65.8K	0.06%	314
2023 Q1	$202K	Buy	7,570 +332	+5%	+$8.85K	0.05%	388
2022 Q4	$189K	Buy	+7,238	New	+$189K	0.05%	402