Atria Wealth Solutions’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
2025 Q2	$8.58M	Sell	242,835 -41,697	-15%	-$1.4M	0.19%	119
2025 Q1	$9.53M	Buy	284,532 +85,262	+43%	+$3.04M	0.11%	190
2024 Q4	$7.14M	Buy	199,270 +64,708	+48%	+$2.42M	0.08%	261
2024 Q3	$4.9M	Buy	134,562 +39,740	+42%	+$1.39M	0.05%	357
2024 Q2	$3.17M	Buy	94,822 +10,207	+12%	+$344K	0.04%	473
2024 Q1	$2.95M	Sell	84,615 -22,397	-21%	-$731K	0.03%	504
2023 Q4	$3.51M	Buy	107,012 +19,537	+22%	+$570K	0.04%	413
2023 Q3	$2.47M	Sell	87,475 -32,491	-27%	-$948K	0.03%	491
2023 Q2	$3.4M	Sell	119,966 -16,839	-12%	-$447K	0.05%	396
2023 Q1	$3.65M	Buy	136,805 +18,198	+15%	+$505K	0.05%	349
2022 Q4	$3.09M	Sell	118,607 -10,293	-8%	-$267K	0.05%	373
2022 Q3	$2.98M	Sell	128,900 -32,922	-20%	-$838K	0.05%	347
2022 Q2	$3.86M	Sell	161,822 -3,780	-2%	-$99K	0.08%	278
2022 Q1	$4.62M	Buy	+165,602	New	+$4.78M	0.08%	271