Morgan Stanley’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	$733M	Buy	18,583,991 +637,135	+4%	+$25.9M	0.04%	403
2025 Q4	$688M	Buy	17,946,856 +130,885	+0.7%	+$4.97M	0.04%	411
2025 Q3	$677M	Sell	17,815,971 -1,897,427	-10%	-$70.4M	0.04%	425
2025 Q2	$695M	Buy	19,713,398 +239,379	+1%	+$8.03M	0.05%	388
2025 Q1	$652M	Buy	19,474,019 +744,115	+4%	+$26.5M	0.05%	382
2024 Q4	$671M	Buy	18,729,904 +3,776,261	+25%	+$141M	0.05%	374
2024 Q3	$544M	Buy	14,953,643 +2,496,258	+20%	+$87.1M	0.04%	438
2024 Q2	$416M	Buy	12,457,385 +2,003,182	+19%	+$67.4M	0.03%	512
2024 Q1	$364M	Sell	10,454,203 -2,008,739	-16%	-$65.6M	0.03%	562
2023 Q4	$408M	Buy	12,462,942 +8,485,871	+213%	+$248M	0.02%	759
2023 Q3	$112M	Buy	3,977,071 +2,562,005	+181%	+$74.8M	0.01%	996
2023 Q2	$40.1M	Sell	1,415,066 -46,017	-3%	-$1.22M	﹤0.01%	1795
2023 Q1	$38.9M	Sell	1,461,083 -259,316	-15%	-$7.19M	﹤0.01%	1778
2022 Q4	$44.8M	Sell	1,720,399 -294,414	-15%	-$7.64M	0.01%	1588
2022 Q3	$46.6M	Buy	2,014,813 +233,574	+13%	+$5.94M	0.01%	1368
2022 Q2	$42.5M	Buy	1,781,239 +396,382	+29%	+$10.4M	0.01%	1505
2022 Q1	$38.6M	Buy	1,384,857 +1,382,243	+52,878%	+$39.9M	0.01%	1485
2021 Q4	$79K	Buy	+2,614	New	+$77.8K	﹤0.01%	6575