IHT Wealth Management’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	$7.23M	Sell	183,447 -22,476	-11%	-$913K	0.17%	120
2025 Q4	$7.89M	Buy	205,923 +2,045	+1%	+$77.6K	0.19%	109
2025 Q3	$7.75M	Sell	203,878 -9,598	-4%	-$356K	0.2%	107
2025 Q2	$7.53M	Sell	213,476 -28,468	-12%	-$955K	0.21%	103
2025 Q1	$8.11M	Sell	241,944 -16,587	-6%	-$592K	0.25%	83
2024 Q4	$9.27M	Buy	258,531 +21,158	+9%	+$792K	0.3%	69
2024 Q3	$8.63M	Buy	237,373 +43,168	+22%	+$1.51M	0.24%	81
2024 Q2	$6.48M	Buy	194,205 +21,812	+13%	+$734K	0.24%	83
2024 Q1	$6M	Buy	172,393 +20,235	+13%	+$661K	0.24%	86
2023 Q4	$4.99M	Buy	152,158 +81,132	+114%	+$2.37M	0.22%	98
2023 Q3	$2.01M	Buy	71,026 +35,413	+99%	+$1.03M	0.1%	197
2023 Q2	$1.01M	Sell	35,613 -2,643	-7%	-$70.1K	0.05%	342
2023 Q1	$1.02M	Buy	38,256 +5,175	+16%	+$144K	0.06%	304
2022 Q4	$862K	Sell	33,081 -1,704	-5%	-$44.2K	0.05%	330
2022 Q3	$805K	Buy	34,785 +2,557	+8%	+$65K	0.06%	327
2022 Q2	$770K	Sell	32,228 -1,381	-4%	-$36.2K	0.07%	286
2022 Q1	$937K	Buy	+33,609	New	+$971K	0.07%	266