HighTower Advisors’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	$117M	Sell	2,973,960 -331,828	-10%	-$13.5M	0.12%	171
2025 Q4	$127M	Buy	3,305,788 +178,736	+6%	+$6.79M	0.14%	151
2025 Q3	$119M	Buy	3,127,052 +528,572	+20%	+$19.6M	0.14%	156
2025 Q2	$91.7M	Buy	2,598,480 +61,604	+2%	+$2.07M	0.11%	185
2025 Q1	$85M	Buy	2,536,876 +138,449	+6%	+$4.94M	0.12%	191
2024 Q4	$86M	Buy	2,398,427 +1,059,353	+79%	+$39.6M	0.12%	181
2024 Q3	$48.7M	Buy	1,339,074 +319,226	+31%	+$11.1M	0.07%	281
2024 Q2	$34M	Buy	1,019,848 +356,396	+54%	+$12M	0.05%	349
2024 Q1	$23.1M	Buy	663,452 +283,086	+74%	+$9.24M	0.04%	431
2023 Q4	$12.5M	Buy	380,366 +177,397	+87%	+$5.18M	0.02%	619
2023 Q3	$5.72M	Buy	202,969 +167,505	+472%	+$4.89M	0.01%	873
2023 Q2	$999K	Buy	35,464 +4,181	+13%	+$111K	﹤0.01%	1757
2023 Q1	$837K	Buy	31,283 +3,618	+13%	+$100K	﹤0.01%	1781
2022 Q4	$720K	Buy	27,665 +12,424	+82%	+$323K	﹤0.01%	1868
2022 Q3	$353K	Buy	15,241 +3,257	+27%	+$82.9K	﹤0.01%	2244
2022 Q2	$285K	Buy	11,984 +118	+1%	+$3.09K	﹤0.01%	2399
2022 Q1	$329K	Buy	+11,866	New	+$343K	﹤0.01%	2456