Equitable Holdings’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	$20.6M	Sell	537,002 -24,527	-4%	-$996K	0.13%	151
2025 Q4	$21.5M	Buy	561,529 +51,337	+10%	+$1.95M	0.15%	129
2025 Q3	$19.4M	Buy	510,192 +1,957	+0.4%	+$72.6K	0.14%	130
2025 Q2	$17.9M	Buy	508,235 +68,902	+16%	+$2.31M	0.15%	127
2025 Q1	$14.7M	Buy	439,333 +102,831	+31%	+$3.67M	0.14%	134
2024 Q4	$12.1M	Buy	336,502 +83,319	+33%	+$3.12M	0.11%	150
2024 Q3	$9.21M	Buy	253,183 +85,494	+51%	+$2.98M	0.09%	182
2024 Q2	$5.6M	Buy	167,689 +24,072	+17%	+$810K	0.06%	243
2024 Q1	$5M	Buy	143,617 +43,006	+43%	+$1.4M	0.06%	241
2023 Q4	$3.3M	Buy	100,611 +35,067	+54%	+$1.02M	0.04%	291
2023 Q3	$1.85M	Buy	65,544 +21,761	+50%	+$635K	0.03%	384
2023 Q2	$1.24M	Buy	43,783 +4,813	+12%	+$128K	0.02%	467
2023 Q1	$1.04M	Buy	38,970 +11,455	+42%	+$318K	0.02%	459
2022 Q4	$717K	Buy	27,515 +7,958	+41%	+$207K	0.01%	521
2022 Q3	$452K	Sell	19,557 -1,970	-9%	-$50.1K	0.01%	584
2022 Q2	$514K	Sell	21,527 -3,479	-14%	-$91.1K	0.01%	559
2022 Q1	$697K	Buy	25,006 +7,746	+45%	+$224K	0.01%	499
2021 Q4	$523K	Buy	17,260 +1,805	+12%	+$53.7K	0.01%	557
2021 Q3	$437K	Buy	15,455 +1,165	+8%	+$33.7K	0.01%	570
2021 Q2	$416K	Buy	14,290 +1,390	+11%	+$41K	0.01%	576
2021 Q1	$366K	Hold	12,900	–	–	0.01%	572
2020 Q4	$306K	Buy	+12,900	New	+$281K	0.01%	554