Saxony Capital Management’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	–	Sell	-6,145	Closed	-$206K	–	137
2025 Q1	$206K	Buy	6,145 +2	+0%	+$67	0.18%	111
2024 Q4	$220K	Sell	6,143 -173	-3%	-$6.2K	0.19%	110
2024 Q3	$230K	Buy	+6,316	New	+$230K	0.21%	115