Harvest Investment Services’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	$2.39M	Buy	60,610 +2,075	+4%	+$84.3K	0.44%	63
2025 Q4	$2.24M	Sell	58,535 -10,366	-15%	-$394K	0.42%	66
2025 Q3	$2.62M	Buy	68,901 +756	+1%	+$28K	0.53%	59
2025 Q2	$2.4M	Buy	68,145 +1,649	+2%	+$55.3K	0.54%	43
2025 Q1	$2.23M	Sell	66,496 -4,091	-6%	-$146K	0.62%	33
2024 Q4	$2.53M	Buy	70,587 +1,710	+2%	+$64K	0.62%	44
2024 Q3	$2.51M	Buy	68,877 +5,624	+9%	+$196K	0.8%	32
2024 Q2	$2.11M	Sell	63,253 -1,173	-2%	-$39.5K	0.84%	30
2024 Q1	$2.24M	Buy	64,426 +15,491	+32%	+$506K	0.9%	31
2023 Q4	$1.6M	Sell	48,935 -3,299	-6%	-$96.3K	0.74%	38
2023 Q3	$1.47M	Sell	52,234 -1,283	-2%	-$37.5K	0.95%	29
2023 Q2	$1.52M	Sell	53,517 -470	-0.9%	-$12.5K	0.86%	37
2023 Q1	$1.44M	Buy	53,987 +2,181	+4%	+$60.5K	1.11%	28
2022 Q4	$1.35M	Buy	51,806 +4,648	+10%	+$121K	1.44%	18
2022 Q3	$1.09M	Sell	47,158 -4,201	-8%	-$107K	1.33%	22
2022 Q2	$1.23M	Buy	51,359 +1,911	+4%	+$50K	0.94%	37
2022 Q1	$1.38M	Sell	49,448 -93	-0.2%	-$2.69K	0.83%	34
2021 Q4	$1.5M	Buy	+49,541	New	+$1.47M	0.63%	38