MML Investors Services’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	$53.9M	Sell	1,368,052 -296,612	-18%	-$12M	0.15%	137
2025 Q4	$63.8M	Buy	1,664,664 +63,075	+4%	+$2.39M	0.16%	132
2025 Q3	$60.9M	Sell	1,601,589 -12,590	-0.8%	-$467K	0.16%	129
2025 Q2	$56.9M	Buy	1,614,179 +77,708	+5%	+$2.61M	0.16%	129
2025 Q1	$51.5M	Buy	1,536,471 +125,805	+9%	+$4.49M	0.17%	123
2024 Q4	$50.6M	Buy	1,410,666 +280,360	+25%	+$10.5M	0.17%	121
2024 Q3	$41.1M	Buy	1,130,306 +120,714	+12%	+$4.21M	0.15%	152
2024 Q2	$33.7M	Buy	1,009,592 +173,625	+21%	+$5.85M	0.14%	165
2024 Q1	$29.1M	Buy	835,967 +414,588	+98%	+$13.5M	0.12%	189
2023 Q4	$13.8M	Buy	421,379 +16,369	+4%	+$478K	0.06%	299
2023 Q3	$11.4M	Buy	405,010 +83,037	+26%	+$2.42M	0.06%	303
2023 Q2	$9.12M	Buy	321,973 +8,952	+3%	+$237K	0.05%	342
2023 Q1	$8.34M	Sell	313,021 -18,987	-6%	-$527K	0.06%	321
2022 Q4	$8.65M	Buy	332,008 +8,086	+2%	+$210K	0.06%	338
2022 Q3	$7.49M	Sell	323,922 -39,677	-11%	-$1.01M	0.06%	325
2022 Q2	$8.68M	Buy	363,599 +255,041	+235%	+$6.68M	0.07%	289
2022 Q1	$3.03M	Buy	108,558 +87,792	+423%	+$2.54M	0.02%	635
2021 Q4	$629K	Buy	20,766 +9,831	+90%	+$293K	﹤0.01%	1281
2021 Q3	$309K	Buy	+10,935	New	+$316K	﹤0.01%	1625