WealthPlan Investment 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	$1.29M	Buy	36,704 +205	+0.6%	+$7.23K	0.09%	165
2025 Q1	$1.22M	Buy	36,499 +5,364	+17%	+$180K	0.12%	123
2024 Q4	$1.12M	Buy	+31,135	New	+$1.12M	0.11%	125