Commonwealth Equity 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
2026 Q1	$136M	Sell	3,455,328 -99,356	-3%	-$4.04M	0.19%	98
2025 Q4	$136M	Buy	3,554,684 +170,253	+5%	+$6.46M	0.18%	104
2025 Q3	$129M	Buy	3,384,431 +494,306	+17%	+$18.3M	0.17%	111
2025 Q2	$102M	Sell	2,890,125 -39,070	-1%	-$1.31M	0.13%	144
2025 Q1	$98.1M	Buy	2,929,195 +227,028	+8%	+$8.1M	0.14%	143
2024 Q4	$96.9M	Buy	2,702,167 +610,079	+29%	+$22.8M	0.14%	133
2024 Q3	$76.1M	Buy	2,092,088 +158,171	+8%	+$5.52M	0.12%	170
2024 Q2	$64.6M	Buy	1,933,917 +158,428	+9%	+$5.33M	0.1%	184
2024 Q1	$61.8M	Buy	1,775,489 +688,037	+63%	+$22.5M	0.1%	186
2023 Q4	$35.6M	Buy	1,087,452 +667,805	+159%	+$19.5M	0.07%	285
2023 Q3	$11.8M	Buy	419,647 +91,750	+28%	+$2.68M	0.02%	611
2023 Q2	$9.28M	Buy	327,897 +42,532	+15%	+$1.13M	0.02%	717
2023 Q1	$7.61K	Sell	285,365 -303,486	-52%	-$8.42M	0.02%	802
2022 Q4	$15.3M	Sell	588,851 -59,282	-9%	-$1.54M	0.04%	463
2022 Q3	$15M	Sell	648,133 -117,513	-15%	-$2.99M	0.04%	428
2022 Q2	$18.3M	Buy	765,646 +101,373	+15%	+$2.65M	0.05%	371
2022 Q1	$18.5M	Buy	664,273 +131,338	+25%	+$3.79M	0.04%	394
2021 Q4	$16.1M	Buy	532,935 +104,253	+24%	+$3.1M	0.04%	437
2021 Q3	$12.1M	Buy	428,682 +130,510	+44%	+$3.78M	0.03%	503
2021 Q2	$8.68M	Buy	298,172 +286,147	+2,380%	+$8.44M	0.02%	610
2021 Q1	$341K	Buy	+12,025	New	+$320K	﹤0.01%	2657