Stonehaven Wealth & Tax Solutions’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	$5.98M	Buy	169,391 +4,593	+3%	+$162K	5.83%	5
2025 Q1	$5.52M	Buy	164,798 +56,464	+52%	+$1.89M	5.83%	5
2024 Q4	$3.88M	Buy	+108,334	New	+$3.88M	4.23%	4