Avantax Advisory Services’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	$24.8M	Buy	701,789 +23,740	+4%	+$797K	0.14%	114
2025 Q1	$22.7M	Sell	678,049 -45,472	-6%	-$1.62M	0.14%	115
2024 Q4	$25.9M	Buy	723,521 +146,659	+25%	+$5.49M	0.16%	96
2024 Q3	$21M	Buy	576,862 +42,489	+8%	+$1.48M	0.14%	112
2024 Q2	$17.8M	Buy	534,373 +189,509	+55%	+$6.38M	0.13%	123
2024 Q1	$12M	Buy	344,864 +242,402	+237%	+$7.91M	0.11%	147
2023 Q4	$3.36M	Buy	102,462 +52,540	+105%	+$1.53M	0.03%	368
2023 Q3	$1.41M	Buy	49,922 +26,212	+111%	+$765K	0.02%	573
2023 Q2	$671K	Buy	23,710 +3,229	+16%	+$85.7K	0.01%	828
2023 Q1	$546K	Buy	20,481 +2,528	+14%	+$70.1K	0.01%	877
2022 Q4	$468K	Sell	17,953 -66	-0.4%	-$1.71K	0.01%	893
2022 Q3	$417K	Buy	18,019 +132	+0.7%	+$3.36K	0.01%	862
2022 Q2	$427K	Sell	17,887 -1,065	-6%	-$27.9K	0.01%	848
2022 Q1	$529K	Buy	+18,952	New	+$547K	0.01%	768