Stiles Financial Services’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	$608K	Buy	17,225 +2,234	+15%	+$78.8K	0.21%	107
2025 Q1	$502K	Buy	14,991 +518	+4%	+$17.4K	0.19%	111
2024 Q4	$519K	Buy	14,473 +6,670	+85%	+$239K	0.19%	114
2024 Q3	$284K	Buy	7,803 +247	+3%	+$8.99K	0.1%	156
2024 Q2	$252K	Buy	+7,556	New	+$252K	0.1%	160