Mariner’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	$8.28M	Buy	210,001 +5,152	+3%	+$209K	0.01%	833
2025 Q4	$7.85M	Buy	204,849 +3,740	+2%	+$142K	0.01%	818
2025 Q3	$7.65M	Sell	201,109 -107,599	-35%	-$3.99M	0.01%	738
2025 Q2	$10.9M	Sell	308,708 -101,830	-25%	-$3.42M	0.02%	576
2025 Q1	$13.8M	Buy	410,538 +37,970	+10%	+$1.35M	0.02%	468
2024 Q4	$13.4M	Buy	372,568 +27,947	+8%	+$1.05M	0.02%	461
2024 Q3	$12.5M	Buy	344,621 +142,360	+70%	+$4.97M	0.02%	474
2024 Q2	$6.75M	Sell	202,261 -13,727	-6%	-$462K	0.01%	630
2024 Q1	$7.52M	Buy	215,988 +17,174	+9%	+$561K	0.02%	593
2023 Q4	$6.52M	Sell	198,814 -79,586	-29%	-$2.32M	0.02%	598
2023 Q3	$7.86M	Sell	278,400 -36,522	-12%	-$1.07M	0.02%	505
2023 Q2	$8.91M	Sell	314,922 -3,658	-1%	-$97K	0.02%	473
2023 Q1	$8.49M	Buy	318,580 +219,224	+221%	+$6.08M	0.02%	482
2022 Q4	$2.59M	Buy	+99,356	New	+$2.58M	0.01%	822