Continuum Advisory’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	$4M	Buy	101,436 +1,692	+2%	+$68.7K	0.38%	62
2025 Q4	$3.82M	Buy	99,744 +9,726	+11%	+$369K	0.38%	62
2025 Q3	$3.42M	Buy	90,018 +7,715	+9%	+$286K	0.36%	74
2025 Q2	$2.9M	Buy	82,303 +8,889	+12%	+$298K	0.35%	69
2025 Q1	$2.46M	Buy	73,414 +903	+1%	+$32.2K	0.32%	78
2024 Q4	$2.6M	Buy	72,511 +5,033	+7%	+$188K	0.33%	74
2024 Q3	$2.58M	Buy	67,478 +9,403	+16%	+$328K	0.33%	76
2024 Q2	$1.94M	Buy	58,075 +6,686	+13%	+$225K	0.28%	85
2024 Q1	$1.77M	Buy	51,389 +11,800	+30%	+$385K	0.27%	88
2023 Q4	$1.3M	Buy	39,589 +8,379	+27%	+$245K	0.18%	142
2023 Q3	$881K	Buy	31,210 +14,793	+90%	+$432K	0.14%	179
2023 Q2	$465K	Buy	16,417 +5,755	+54%	+$153K	0.07%	296
2023 Q1	$284K	Buy	+10,662	New	+$296K	0.05%	361