Koshinski Asset 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	$1.71M	Buy	43,376 +1,373	+3%	+$55.8K	0.11%	179
2025 Q4	$1.61M	Sell	42,003 -10,537	-20%	-$400K	0.1%	186
2025 Q3	$2M	Buy	52,540 +956	+2%	+$35.5K	0.13%	157
2025 Q2	$1.82M	Buy	51,584 +4,914	+11%	+$165K	0.14%	149
2025 Q1	$1.56M	Sell	46,670 -1,401	-3%	-$50K	0.13%	162
2024 Q4	$1.72B	Buy	48,071 +668	+1%	+$25K	0.15%	139
2024 Q3	$1.72M	Buy	47,403 +5,681	+14%	+$198K	0.15%	139
2024 Q2	$1.37M	Buy	41,722 +1,518	+4%	+$51.1K	0.13%	158
2024 Q1	$1.4M	Sell	40,204 -22,724	-36%	-$742K	0.14%	152
2023 Q4	$2.06M	Buy	62,928 +23,689	+60%	+$691K	0.31%	90
2023 Q3	$1.11M	Sell	39,239 -1,652	-4%	-$48.2K	0.13%	162
2023 Q2	$1.16M	Sell	40,891 -20,579	-33%	-$546K	0.12%	171
2023 Q1	$1.64M	Sell	61,470 -870	-1%	-$24.1K	0.16%	135
2022 Q4	$1.62M	Sell	62,340 -7,812	-11%	-$203K	0.16%	147
2022 Q3	$1.62M	Buy	70,152 +319	+0.5%	+$8.12K	0.19%	128
2022 Q2	$1.67M	Buy	69,833 +28,407	+69%	+$744K	0.17%	147
2022 Q1	$1.15M	Buy	41,426 +6,598	+19%	+$191K	0.09%	231
2021 Q4	$1.06M	Buy	34,828 +33,173	+2,004%	+$988K	0.09%	247
2021 Q3	$46.8K	Buy	+1,655	New	+$47.9K	﹤0.01%	1146