SteelPeak Wealth’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	-16,750	Closed	-$360K	–	548
2024 Q4	$360K	Buy	16,750 +600	+4%	+$12.9K	0.01%	359
2024 Q3	$356K	Buy	16,150 +1,800	+13%	+$39.7K	0.02%	355
2024 Q2	$299K	Buy	+14,350	New	+$299K	0.01%	361