Stegent Equity Advisors’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 Q1	–	Sell	-5,933	Closed	-$213K	–	103
2024 Q4	$213K	Sell	5,933 -575	-9%	-$20.6K	0.22%	85
2024 Q3	$237K	Sell	6,508 -17,856	-73%	-$650K	0.26%	83
2024 Q2	$813K	Buy	+24,364	New	+$813K	0.85%	37