Raymond James Financial Services 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
2024 Q3	$154M	Buy	4,230,399 +964,056	+30%	+$33.7M	0.21%	101
2024 Q2	$109M	Buy	3,266,343 +835,904	+34%	+$28.1M	0.16%	127
2024 Q1	$84.6M	Buy	2,430,439 +853,848	+54%	+$27.9M	0.13%	163
2023 Q4	$51.7M	Buy	1,576,591 +399,680	+34%	+$11.7M	0.08%	226
2023 Q3	$33.2M	Buy	1,176,911 +7,293	+0.6%	+$213K	0.06%	302
2023 Q2	$33.1M	Sell	1,169,618 -97,299	-8%	-$2.58M	0.06%	307
2023 Q1	$33.8M	Sell	1,266,917 -128,400	-9%	-$3.56M	0.06%	288
2022 Q4	$36.3M	Buy	1,395,317 +334,472	+32%	+$8.68M	0.07%	255
2022 Q3	$24.5M	Sell	1,060,845 -20,313	-2%	-$517K	0.05%	332
2022 Q2	$25.8M	Buy	1,081,158 +305,202	+39%	+$7.99M	0.06%	334
2022 Q1	$21.6M	Buy	775,956 +437,948	+130%	+$12.6M	0.04%	419
2021 Q4	$10.2M	Buy	338,008 +89,987	+36%	+$2.68M	0.02%	676
2021 Q3	$7.01M	Buy	248,021 +62,479	+34%	+$1.81M	0.01%	802
2021 Q2	$5.4M	Buy	+185,542	New	+$5.47M	0.01%	937