Money Concepts Capital’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	$1.61M	Buy	40,810 +905	+2%	+$36.8K	0.09%	215
2025 Q4	$1.53M	Buy	39,905 +4,333	+12%	+$165K	0.09%	209
2025 Q3	$1.35M	Buy	35,572 +2,989	+9%	+$111K	0.08%	216
2025 Q2	$1.15M	Buy	32,583 +3,465	+12%	+$116K	0.08%	224
2025 Q1	$975K	Buy	29,118 +2,267	+8%	+$80.9K	0.07%	222
2024 Q4	$963K	Buy	26,851 +100	+0.4%	+$3.74K	0.07%	217
2024 Q3	$973K	Sell	26,751 -5,373	-17%	-$188K	0.07%	212
2024 Q2	$1.07M	Buy	32,124 +7,911	+33%	+$266K	0.09%	193
2024 Q1	$843K	Buy	24,213 +6,495	+37%	+$212K	0.08%	220
2023 Q4	$581K	Buy	+17,718	New	+$517K	0.05%	256
2023 Q1	–	Sell	-18,708	Closed	-$487K	–	2477
2022 Q4	$487K	Buy	18,708 +18,536	+10,777%	+$481K	0.02%	438
2022 Q3	$4K	Buy	172 +6	+4%	+$153	﹤0.01%	1285
2022 Q2	$4K	Sell	166 -17,636	-99%	-$462K	﹤0.01%	1233
2022 Q1	$496K	Buy	+17,802	New	+$514K	0.03%	440