NewEdge 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	$36.8M	Sell	932,398 -71,881	-7%	-$2.92M	0.13%	157
2025 Q4	$38.5M	Buy	1,004,279 +86,708	+9%	+$3.29M	0.14%	145
2025 Q3	$34.9M	Sell	917,571 -36,310	-4%	-$1.35M	0.16%	121
2025 Q2	$33.7M	Sell	953,881 -527,301	-36%	-$17.7M	0.17%	117
2025 Q1	$49.6M	Buy	1,481,182 +807,574	+120%	+$28.8M	0.29%	67
2024 Q4	$24.1M	Buy	673,608 +302,042	+81%	+$11.3M	0.15%	150
2024 Q3	$13.5M	Buy	371,566 +216,626	+140%	+$7.56M	0.09%	231
2024 Q2	$5.17M	Buy	154,940 +49,160	+46%	+$1.66M	0.04%	433
2024 Q1	$3.68M	Sell	105,780 -9,978	-9%	-$326K	0.03%	486
2023 Q4	$3.79M	Buy	115,758 +17,697	+18%	+$516K	0.04%	435
2023 Q3	$2.77M	Buy	98,061 +54,246	+124%	+$1.58M	0.03%	485
2023 Q2	$1.24M	Sell	43,815 -13,575	-24%	-$360K	0.01%	768
2023 Q1	$1.53M	Sell	57,390 -46,554	-45%	-$1.29M	0.02%	620
2022 Q4	$378K	Sell	103,944 -24,613	-19%	-$639K	0.01%	901
2022 Q3	$2.97M	Sell	128,557 -9,069	-7%	-$231K	0.05%	342
2022 Q2	$3.29M	Sell	137,626 -4,505	-3%	-$118K	0.06%	324
2022 Q1	$3.96M	Sell	142,131 -1,378	-1%	-$39.8K	0.07%	280
2021 Q4	$4.35M	Buy	+143,509	New	+$4.27M	0.07%	274