TCFG Wealth Management’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	$636K	Sell	18,016 -765	-4%	-$27K	0.29%	90
2025 Q1	$629K	Sell	18,781 -474	-2%	-$15.9K	0.32%	81
2024 Q4	$690K	Buy	19,255 +28	+0.1%	+$1K	0.35%	76
2024 Q3	$699K	Buy	+19,227	New	+$699K	0.35%	76