Second Half Financial Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Second Half Financial Partners’s Portfolio SDVY Stock Details SDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$333K	Sell
2025 Q2	$313K	Hold
2025 Q1	$297K	Sell
2024 Q4	$336K	Sell
2024 Q3	$354K	Buy
2024 Q2	$313K	Buy
2023 Q3	–	Sell
2023 Q2	$3.49M	Buy