D.A. Davidson & Co’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	$29.1M	Buy	736,973 +63,777	+9%	+$2.59M	0.18%	96
2025 Q4	$25.8M	Buy	673,196 +3,579	+0.5%	+$136K	0.16%	105
2025 Q3	$25.5M	Buy	669,617 +25,832	+4%	+$958K	0.16%	107
2025 Q2	$22.7M	Sell	643,785 -10,777	-2%	-$362K	0.16%	106
2025 Q1	$21.9M	Buy	654,562 +103,792	+19%	+$3.7M	0.18%	102
2024 Q4	$19.7M	Buy	550,770 +88,269	+19%	+$3.3M	0.16%	105
2024 Q3	$16.8M	Buy	462,501 +46,925	+11%	+$1.64M	0.14%	120
2024 Q2	$13.9M	Buy	415,576 +82,420	+25%	+$2.78M	0.12%	131
2024 Q1	$11.6M	Buy	333,156 +84,325	+34%	+$2.75M	0.1%	161
2023 Q4	$8.15M	Buy	248,831 +39,878	+19%	+$1.16M	0.08%	196
2023 Q3	$5.9M	Buy	208,953 +110,933	+113%	+$3.24M	0.06%	239
2023 Q2	$2.77M	Buy	98,020 +64,805	+195%	+$1.72M	0.03%	397
2023 Q1	$885K	Buy	33,215 +6,373	+24%	+$177K	0.01%	723
2022 Q4	$699K	Buy	26,842 +4,134	+18%	+$107K	0.01%	747
2022 Q3	$525K	Buy	22,708 +4,024	+22%	+$102K	0.01%	799
2022 Q2	$446K	Buy	18,684 +630	+3%	+$16.5K	0.01%	860
2022 Q1	$503K	Buy	18,054 +2,534	+16%	+$73.2K	0.01%	882
2021 Q4	$470K	Buy	+15,520	New	+$462K	0.01%	897