Atria Investments’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	$9.49M	Buy	240,787 +1,133	+0.5%	+$46K	0.11%	207
2025 Q4	$9.18M	Buy	239,654 +2,268	+1%	+$86.1K	0.1%	212
2025 Q3	$9.03M	Sell	237,386 -69,670	-23%	-$2.58M	0.1%	220
2025 Q2	$10.8M	Sell	307,056 -122,819	-29%	-$4.12M	0.13%	174
2025 Q1	$14.4M	Sell	429,875 -42,801	-9%	-$1.53M	0.18%	116
2024 Q4	$16.9M	Buy	472,676 +24,596	+5%	+$920K	0.21%	93
2024 Q3	$16.3M	Buy	448,080 +18,055	+4%	+$630K	0.2%	104
2024 Q2	$14.4M	Buy	430,025 +197,164	+85%	+$6.64M	0.19%	114
2024 Q1	$8.11M	Buy	+232,861	New	+$7.6M	0.11%	211
2023 Q4	–	Sell	-36,714	Closed	-$1.04M	–	935
2023 Q3	$1.04M	Sell	36,714 -13,025	-26%	-$380K	0.02%	829
2023 Q2	$1.41M	Buy	+49,739	New	+$1.32M	0.03%	686
2023 Q1	–	Sell	-40,924	Closed	-$1.07M	–	861
2022 Q4	$1.07M	Buy	+40,924	New	+$1.06M	0.02%	738
2022 Q3	–	Sell	-68,227	Closed	-$1.63M	–	783
2022 Q2	$1.63M	Buy	+68,227	New	+$1.79M	0.03%	569