Private Advisor Group’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	$57M	Buy	1,444,960 +83,660	+6%	+$3.4M	0.27%	75
2025 Q4	$52.2M	Buy	1,361,300 +67,300	+5%	+$2.56M	0.25%	82
2025 Q3	$49.2M	Buy	1,294,000 +100,496	+8%	+$3.73M	0.24%	86
2025 Q2	$42.1M	Sell	1,193,504 -392,614	-25%	-$13.2M	0.23%	91
2025 Q1	$53.1M	Buy	1,586,118 +52,293	+3%	+$1.87M	0.32%	61
2024 Q4	$55M	Buy	1,533,825 +499,841	+48%	+$18.7M	0.31%	65
2024 Q3	$37.6M	Buy	1,033,984 +99,423	+11%	+$3.47M	0.23%	91
2024 Q2	$31.2M	Buy	934,561 +84,959	+10%	+$2.86M	0.21%	96
2024 Q1	$29.6M	Buy	849,602 +152,138	+22%	+$4.97M	0.21%	99
2023 Q4	$22.9M	Buy	697,464 +211,827	+44%	+$6.18M	0.18%	112
2023 Q3	$13.7M	Sell	485,637 -58,310	-11%	-$1.7M	0.12%	156
2023 Q2	$15.4M	Sell	543,947 -50,478	-8%	-$1.34M	0.13%	151
2023 Q1	$15.8M	Buy	594,425 +925	+0.2%	+$25.7K	0.15%	144
2022 Q4	$15.5K	Buy	593,500 +66,819	+13%	+$1.74M	﹤0.01%	963
2022 Q3	$12.2M	Buy	526,681 +142,403	+37%	+$3.62M	0.14%	155
2022 Q2	$9.18M	Sell	384,278 -162,686	-30%	-$4.26M	0.08%	238
2022 Q1	$15.2M	Buy	546,964 +213,495	+64%	+$6.17M	0.12%	178
2021 Q4	$10.1M	Buy	333,469 +304,027	+1,033%	+$9.05M	0.08%	257
2021 Q3	$832K	Buy	+29,442	New	+$852K	0.01%	1287