IFG Advisory’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	–	Sell	-50,243	Closed	-$1.93M	–	773
2025 Q4	$1.93M	Sell	50,243 -21,214	-30%	-$805K	0.08%	248
2025 Q3	$2.72M	Sell	71,457 -74,544	-51%	-$2.77M	0.12%	193
2025 Q2	$5.15M	Buy	146,001 +2,776	+2%	+$93.1K	0.26%	100
2025 Q1	$4.8M	Sell	143,225 -1,635	-1%	-$58.3K	0.27%	97
2024 Q4	$5.19M	Buy	144,860 +12,237	+9%	+$458K	0.29%	89
2024 Q3	$4.82M	Buy	132,623 +73,806	+125%	+$2.58M	0.31%	90
2024 Q2	$1.96M	Buy	58,817 +6,511	+12%	+$219K	0.13%	193
2024 Q1	$1.82M	Buy	52,306 +946	+2%	+$30.9K	0.14%	200
2023 Q4	$1.68M	Sell	51,360 -2,511	-5%	-$73.3K	0.12%	193
2023 Q3	$1.52M	Sell	53,871 -889	-2%	-$26K	0.13%	192
2023 Q2	$1.55M	Sell	54,760 -1,702	-3%	-$45.2K	0.14%	185
2023 Q1	$1.5M	Buy	56,462 +3,558	+7%	+$98.7K	0.14%	173
2022 Q4	$1.38M	Buy	52,904 +22,690	+75%	+$589K	0.14%	163
2022 Q3	$698K	Sell	30,214 -3,933	-12%	-$100K	0.06%	267
2022 Q2	$815K	Buy	34,147 +264	+0.8%	+$6.91K	0.09%	225
2022 Q1	$944K	Buy	+33,883	New	+$979K	0.1%	213