Investment Partners’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	$951K	Buy	24,129 +25	+0.1%	+$1.01K	0.34%	68
2025 Q4	$924K	Buy	24,104 +33	+0.1%	+$1.25K	0.32%	71
2025 Q3	$915K	Buy	24,071 +25	+0.1%	+$927	0.32%	69
2025 Q2	$848K	Buy	24,046 +32	+0.1%	+$1.07K	0.32%	69
2025 Q1	$804K	Buy	24,014 +17	+0.1%	+$606	0.33%	73
2024 Q4	$860K	Buy	23,997 +78	+0.3%	+$2.92K	0.35%	70
2024 Q3	$870K	Buy	23,919 +37	+0.2%	+$1.29K	0.36%	68
2024 Q2	$797K	Buy	23,882 +2,611	+12%	+$87.9K	0.36%	70
2024 Q1	$741K	Buy	21,271 +315	+2%	+$10.3K	0.34%	76
2023 Q4	$687K	Buy	20,956 +222	+1%	+$6.48K	0.34%	76
2023 Q3	$585K	Buy	20,734 +540	+3%	+$15.8K	0.31%	81
2023 Q2	$572K	Buy	20,194 +12	+0.1%	+$318	0.3%	82
2023 Q1	$538K	Buy	+20,182	New	+$560K	0.28%	88