Cornerstone Wealth Management’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	$1.71M	Sell	43,369 -652	-1%	-$26.5K	0.09%	213
2025 Q4	$1.69M	Buy	44,021 +465	+1%	+$17.7K	0.09%	203
2025 Q3	$1.66M	Buy	43,556 +1,278	+3%	+$47.4K	0.09%	194
2025 Q2	$1.49M	Buy	42,278 +376	+0.9%	+$12.6K	0.09%	191
2025 Q1	$1.4M	Buy	41,902 +4,517	+12%	+$161K	0.1%	182
2024 Q4	$1.34M	Buy	37,385 +20,741	+125%	+$776K	0.09%	181
2024 Q3	$606K	Buy	16,644 +9	+0.1%	+$314	0.04%	318
2024 Q2	$555K	Sell	16,635 -486	-3%	-$16.4K	0.04%	312
2024 Q1	$596K	Buy	17,121 +5,930	+53%	+$194K	0.05%	302
2023 Q4	$367K	Buy	11,191 +1,353	+14%	+$39.5K	0.03%	381
2023 Q3	$278K	Buy	9,838 +5	+0.1%	+$146	0.03%	436
2023 Q2	$278K	Sell	9,833 -1,293	-12%	-$34.3K	0.02%	417
2023 Q1	$297K	Buy	+11,126	New	+$309K	0.03%	374
2022 Q3	$259K	Buy	11,204 +4	+0%	+$102	0.03%	377
2022 Q2	$267K	Buy	11,200 +390	+4%	+$10.2K	0.03%	372
2022 Q1	$301K	Buy	10,810 +351	+3%	+$10.1K	0.03%	365
2021 Q4	$315K	Buy	10,459 +2,824	+37%	+$84.1K	0.03%	378
2021 Q3	$216K	Buy	+7,635	New	+$221K	0.02%	423