SignalPoint Asset Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-29,803	Closed	-$1.08M	–	274
2024 Q3	$1.08M	Sell	29,803 -2,566	-8%	-$89.6K	0.25%	75
2024 Q2	$1.08M	Sell	32,369 -54,461	-63%	-$1.83M	0.29%	73
2024 Q1	$3.02M	Sell	86,830 -46,943	-35%	-$1.53M	0.83%	26
2023 Q4	$4.38M	Sell	133,773 -6,349	-5%	-$185K	1.29%	12
2023 Q3	$3.96M	Buy	140,122 +33,138	+31%	+$967K	1.26%	12
2023 Q2	$3.03M	Sell	106,984 -2,043	-2%	-$54.2K	0.93%	23
2023 Q1	$2.91M	Buy	109,027 +43,744	+67%	+$1.21M	0.92%	24
2022 Q4	$1.7M	Buy	65,283 +6,481	+11%	+$168K	0.59%	43
2022 Q3	$1.36M	Buy	58,802 +3,390	+6%	+$86.2K	0.52%	49
2022 Q2	$1.32M	Buy	55,412 +2,381	+4%	+$62.4K	0.48%	56
2022 Q1	$1.48M	Buy	+53,031	New	+$1.53M	0.47%	54