Mutual Advisors’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	$3.41M	Sell	86,392 -13,626	-14%	-$553K	0.07%	258
2025 Q4	$3.83M	Buy	100,018 +15,885	+19%	+$603K	0.08%	230
2025 Q3	$3.17M	Buy	84,133 +3,425	+4%	+$127K	0.07%	264
2025 Q2	$2.95M	Buy	80,708 +2,527	+3%	+$84.8K	0.07%	242
2025 Q1	$2.53M	Buy	78,181 +12,752	+19%	+$455K	0.07%	239
2024 Q4	$2.45M	Buy	65,429 +21,825	+50%	+$817K	0.07%	236
2024 Q3	$1.58M	Sell	43,604 -2,088	-5%	-$72.9K	0.05%	333
2024 Q2	$1.66M	Sell	45,692 -1,303	-3%	-$43.9K	0.05%	318
2024 Q1	$1.64M	Buy	46,995 +37,274	+383%	+$1.22M	0.05%	325
2023 Q4	$319K	Buy	9,721 +12	+0.1%	+$350	0.01%	806
2023 Q3	$274K	Buy	9,709 +139	+1%	+$4.06K	0.01%	812
2023 Q2	$271K	Sell	9,570 -2,180	-19%	-$57.8K	0.01%	842
2023 Q1	$313K	Sell	11,750 -1,105	-9%	-$30.7K	0.01%	763
2022 Q4	$335K	Buy	12,855 +1,242	+11%	+$32.3K	0.02%	708
2022 Q3	$269K	Buy	11,613 +108	+0.9%	+$2.75K	0.01%	747
2022 Q2	$275K	Sell	11,505 -121	-1%	-$3.17K	0.02%	701
2022 Q1	$324K	Buy	11,626 +3,067	+36%	+$88.6K	0.02%	693
2021 Q4	$259K	Buy	+8,559	New	+$255K	0.01%	777