Regal Investment 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	$3.95M	Buy	100,055 +15,855	+19%	+$644K	0.23%	115
2025 Q4	$3.23M	Buy	84,200 +14,957	+22%	+$568K	0.19%	133
2025 Q3	$2.63M	Buy	69,243 +35,611	+106%	+$1.32M	0.17%	149
2025 Q2	$1.19M	Buy	33,632 +10,785	+47%	+$362K	0.09%	211
2025 Q1	$765K	Sell	22,847 -1,003	-4%	-$35.8K	0.06%	254
2024 Q4	$855K	Buy	23,850 +9,531	+67%	+$357K	0.06%	246
2024 Q3	$521K	Sell	14,319 -2,333	-14%	-$81.4K	0.04%	349
2024 Q2	$556K	Sell	16,652 -1,881	-10%	-$63.3K	0.04%	334
2024 Q1	$645K	Sell	18,533 -6,431	-26%	-$210K	0.04%	312
2023 Q4	$818K	Sell	24,964 -2,575	-9%	-$75.2K	0.06%	250
2023 Q3	$777K	Sell	27,539 -169,070	-86%	-$4.94M	0.07%	234
2023 Q2	$5.57M	Buy	196,609 +3,009	+2%	+$79.8K	0.47%	58
2023 Q1	$5.16M	Sell	193,600 -105,513	-35%	-$2.93M	0.46%	64
2022 Q4	$7.79M	Sell	299,113 -6,651	-2%	-$173K	0.75%	31
2022 Q3	$7.07M	Sell	305,764 -49,836	-14%	-$1.27M	0.76%	30
2022 Q2	$8.49M	Buy	355,600 +23,713	+7%	+$621K	0.88%	26
2022 Q1	$9.25M	Buy	+331,887	New	+$9.58M	0.85%	26