CreativeOne Wealth’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	$1.19M	Buy	30,168 +2,282	+8%	+$92.7K	0.03%	509
2025 Q4	$1.07M	Buy	27,886 +2,184	+8%	+$82.9K	0.03%	528
2025 Q3	$977K	Sell	25,702 -13,229	-34%	-$491K	0.02%	562
2025 Q2	$1.37M	Sell	38,931 -728	-2%	-$24.4K	0.04%	444
2025 Q1	$1.33M	Sell	39,659 -4,036	-9%	-$144K	0.04%	401
2024 Q4	$1.57M	Sell	43,695 -4,198	-9%	-$157K	0.05%	345
2024 Q3	$1.74M	Buy	47,893 +33,327	+229%	+$1.16M	0.06%	298
2024 Q2	$486K	Buy	14,566 +1,027	+8%	+$34.6K	0.02%	480
2024 Q1	$471K	Buy	+13,539	New	+$442K	0.02%	578
2023 Q3	–	Sell	-7,924	Closed	-$224K	–	787
2023 Q2	$224K	Sell	7,924 -264	-3%	-$7K	0.01%	749
2023 Q1	$218K	Sell	8,188 -2,350	-22%	-$65.2K	0.01%	726
2022 Q4	$275K	Sell	10,538 -96	-0.9%	-$2.49K	0.02%	598
2022 Q3	$246K	Sell	10,634 -59	-0.6%	-$1.5K	0.01%	612
2022 Q2	$255K	Buy	+10,693	New	+$280K	0.01%	607