PSI 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	$10.2M	Buy	258,753 +8,090	+3%	+$329K	2.44%	9
2025 Q4	$9.66M	Buy	250,663 +7,158	+3%	+$272K	2.43%	10
2025 Q3	$9.26M	Buy	+243,505	New	+$9.03M	2.38%	10
2025 Q2	–	Sell	-208,535	Closed	-$6.99M	–	579
2025 Q1	$6.99M	Buy	208,535 +11,460	+6%	+$409K	2.27%	10
2024 Q4	$7.07M	Buy	197,075 +13,555	+7%	+$507K	2.1%	12
2024 Q3	$6.68M	Buy	183,520 +13,282	+8%	+$464K	1.96%	14
2024 Q2	$5.68M	Buy	170,238 +27,621	+19%	+$930K	1.8%	14
2024 Q1	$4.97M	Buy	142,617 +31,368	+28%	+$1.02M	1.79%	12
2023 Q4	$3.65M	Buy	111,249 +13,079	+13%	+$382K	1.36%	18
2023 Q3	$2.77M	Buy	98,170 +7,877	+9%	+$230K	1.2%	18
2023 Q2	$2.56M	Buy	90,293 +22,135	+32%	+$587K	1.12%	19
2023 Q1	$1.82M	Buy	68,158 +32,673	+92%	+$906K	0.88%	25
2022 Q4	$924K	Buy	35,485 +6,556	+23%	+$170K	0.49%	41
2022 Q3	$669K	Buy	28,929 +6,820	+31%	+$173K	0.35%	56
2022 Q2	$528K	Buy	22,109 +21,132	+2,163%	+$553K	0.26%	76
2022 Q1	$27K	Buy	+977	New	+$28.2K	0.01%	330