Capital Analysts LLC’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	$1.38M	Buy	35,064 +932	+3%	+$37.9K	0.04%	290
2025 Q4	$1.31M	Buy	34,132 +1,891	+6%	+$71.8K	0.04%	282
2025 Q3	$1.23M	Buy	32,241 +3,631	+13%	+$135K	0.04%	284
2025 Q2	$1.01M	Sell	28,610 -37	-0.1%	-$1.24K	0.03%	279
2025 Q1	$960K	Buy	28,647 +9,459	+49%	+$337K	0.04%	268
2024 Q4	$688K	Buy	19,188 +3,538	+23%	+$132K	0.03%	292
2024 Q3	$569K	Sell	15,650 -19	-0.1%	-$663	0.02%	309
2024 Q2	$523K	Buy	15,669 +8,739	+126%	+$294K	0.02%	317
2024 Q1	$241K	Sell	6,930 -2,407	-26%	-$78.6K	0.01%	411
2023 Q4	$306K	Sell	9,337 -459	-5%	-$13.4K	0.02%	369
2023 Q3	$277K	Buy	9,796 +1,189	+14%	+$34.7K	0.02%	358
2023 Q2	$244K	Sell	8,607 -293	-3%	-$7.77K	0.01%	359
2023 Q1	$237K	Sell	8,900 -327	-4%	-$9.07K	0.01%	361
2022 Q4	$240K	Buy	9,227 +3,248	+54%	+$84.3K	0.01%	376
2022 Q3	$138K	Buy	5,979 +3,012	+102%	+$76.6K	0.01%	402
2022 Q2	$71K	Buy	2,967 +1,399	+89%	+$36.6K	﹤0.01%	488
2022 Q1	$44K	Buy	+1,568	New	+$45.3K	﹤0.01%	571