Creative Financial Designs’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	$2.24M	Buy	56,904 +1,653	+3%	+$67.1K	0.14%	135
2025 Q4	$2.12M	Sell	55,251 -51,182	-48%	-$1.94M	0.13%	142
2025 Q3	$4.05M	Buy	106,433 +1,609	+2%	+$59.7K	0.27%	80
2025 Q2	$3.7M	Buy	104,824 +4,912	+5%	+$165K	0.27%	87
2025 Q1	$3.35M	Buy	99,912 +32,386	+48%	+$1.16M	0.27%	80
2024 Q4	$2.42M	Buy	67,526 +22,828	+51%	+$854K	0.2%	103
2024 Q3	$1.63M	Buy	44,698 +16,769	+60%	+$585K	0.14%	138
2024 Q2	$932K	Sell	27,929 -1,807	-6%	-$60.8K	0.08%	186
2024 Q1	$1.04M	Buy	29,736 +24,990	+527%	+$816K	0.1%	164
2023 Q4	$156K	Sell	4,746 -742	-14%	-$21.7K	0.02%	448
2023 Q3	$155K	Sell	5,488 -159	-3%	-$4.64K	0.02%	393
2023 Q2	$160K	Buy	5,647 +35	+0.6%	+$929	0.02%	387
2023 Q1	$150K	Sell	5,612 -1,172	-17%	-$32.5K	0.02%	379
2022 Q4	$177K	Sell	6,784 -1,284	-16%	-$33.3K	0.03%	332
2022 Q3	$187K	Sell	8,068 -206	-2%	-$5.24K	0.03%	300
2022 Q2	$198K	Buy	+8,274	New	+$217K	0.03%	294