Simplicity Wealth’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	$3.29M	Buy	93,263 +7,077	+8%	+$250K	0.14%	153
2025 Q1	$2.89M	Buy	86,186 +6,586	+8%	+$221K	0.22%	110
2024 Q4	$2.85M	Buy	+79,600	New	+$2.85M	0.6%	34