Tempus Wealth Planning’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	–	Sell	-7,178	Closed	-$240K	–	276
2025 Q1	$240K	Sell	7,178 -2,534	-26%	-$84.9K	0.07%	226
2024 Q4	$348K	Buy	+9,712	New	+$348K	0.11%	176