Allworth Financial’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$498K	Sell	12,637 -245	-2%	-$9.95K	﹤0.01%	955
2025 Q4	$494K	Sell	12,882 -511	-4%	-$19.4K	﹤0.01%	938
2025 Q3	$509K	Sell	13,393 -1,031	-7%	-$38.2K	﹤0.01%	888
2025 Q2	$509K	Buy	14,424 +2,045	+17%	+$68.6K	﹤0.01%	843
2025 Q1	$403K	Sell	12,379 -571	-4%	-$20.4K	﹤0.01%	744
2024 Q4	$490K	Buy	12,950 +2,872	+28%	+$107K	﹤0.01%	698
2024 Q3	$367K	Sell	10,078 -52	-0.5%	-$1.81K	﹤0.01%	663
2024 Q2	$357K	Sell	10,130 -3,409	-25%	-$115K	﹤0.01%	644
2024 Q1	$471K	Buy	13,539 +2,080	+18%	+$67.9K	﹤0.01%	561
2023 Q4	$376K	Sell	11,459 -13	-0.1%	-$379	﹤0.01%	587
2023 Q3	$324K	Hold	11,472	–	–	﹤0.01%	589
2023 Q2	$325K	Sell	11,472 -382	-3%	-$10.1K	﹤0.01%	590
2023 Q1	$316K	Sell	11,854 -4,840	-29%	-$134K	﹤0.01%	555
2022 Q4	$435K	Sell	16,694 -198,822	-92%	-$5.16M	﹤0.01%	484
2022 Q3	$4.99M	Buy	+215,516	New	+$5.48M	0.06%	135