U.S. Capital Wealth Advisors’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-195,837	Closed	-$4.21M	–	880
2024 Q4	$4.21M	Sell	195,837 -8,871	-4%	-$191K	0.13%	175
2024 Q3	$4.52M	Sell	204,708 -16,229	-7%	-$358K	0.16%	137
2024 Q2	$4.6M	Sell	220,937 -9,265	-4%	-$193K	0.17%	131
2024 Q1	$5.07M	Buy	+230,202	New	+$5.07M	0.2%	125