Aprio Wealth Management’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	$6.34M	Sell	160,773 -5,775	-3%	-$235K	0.35%	60
2025 Q4	$6.38M	Sell	166,548 -2,404	-1%	-$91.3K	0.37%	57
2025 Q3	$6.42M	Sell	168,952 -9,136	-5%	-$339K	0.64%	34
2025 Q2	$6.28M	Sell	178,088 -37,160	-17%	-$1.25M	0.71%	30
2025 Q1	$7.21M	Buy	215,248 +13,946	+7%	+$498K	0.9%	27
2024 Q4	$7.22M	Buy	201,302 +15,819	+9%	+$592K	1.05%	20
2024 Q3	$6.75M	Buy	185,483 +3,416	+2%	+$119K	1.08%	21
2024 Q2	$6.08M	Buy	182,067 +1,269	+0.7%	+$42.7K	1.11%	19
2024 Q1	$6.3M	Buy	180,798 +20,212	+13%	+$660K	1.23%	19
2023 Q4	$5.26M	Buy	160,586 +15,163	+10%	+$443K	1.17%	23
2023 Q3	$4.11M	Buy	145,423 +15,645	+12%	+$457K	1.13%	20
2023 Q2	$3.67M	Buy	129,778 +2,592	+2%	+$68.8K	1.01%	19
2023 Q1	$3.39M	Buy	127,186 +24,552	+24%	+$681K	1.04%	18
2022 Q4	$2.67M	Sell	102,634 -83,753	-45%	-$2.17M	0.94%	19
2022 Q3	$4.31M	Buy	186,387 +3,399	+2%	+$86.5K	1.73%	18
2022 Q2	$4.37M	Buy	182,988 +10,377	+6%	+$272K	1.74%	17
2022 Q1	$4.81M	Buy	+172,611	New	+$4.98M	1.83%	16