Second Half Financial Partners’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-432,623	Closed	-$9.31M	–	97
2024 Q4	$9.31M	Buy	432,623 +5,915	+1%	+$127K	4.55%	6
2024 Q3	$9.41M	Sell	426,708 -14,116	-3%	-$311K	4.99%	4
2024 Q2	$9.17M	Buy	440,824 +174,723	+66%	+$3.64M	7.34%	4
2024 Q1	$5.86M	Buy	+266,101	New	+$5.86M	2.6%	14