WealthPLAN Partners’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
2023 Q3	–	Sell	-2,221	Closed	-$62.9K	–	1004
2023 Q2	$62.9K	Buy	2,221 +395	+22%	+$11.2K	0.01%	473
2023 Q1	$48.7K	Buy	+1,826	New	+$48.7K	0.01%	564