Sigma Planning Corp’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	$11.9M	Buy	300,698 +9,016	+3%	+$366K	0.33%	49
2025 Q4	$11.2M	Sell	291,682 -4,310	-1%	-$164K	0.31%	55
2025 Q3	$11.3M	Sell	295,992 -98,843	-25%	-$3.67M	0.32%	49
2025 Q2	$13.9M	Sell	394,835 -162,466	-29%	-$5.45M	0.42%	35
2025 Q1	$18.7M	Buy	557,301 +36,251	+7%	+$1.29M	0.6%	23
2024 Q4	$18.7M	Buy	521,050 +96,286	+23%	+$3.6M	0.59%	24
2024 Q3	$15.5M	Buy	424,764 +8,542	+2%	+$298K	0.47%	34
2024 Q2	$13.9M	Buy	416,222 +187,339	+82%	+$6.31M	0.44%	38
2024 Q1	$7.97M	Buy	228,883 +190,471	+496%	+$6.22M	0.25%	74
2023 Q4	$1.26M	Sell	38,412 -48,687	-56%	-$1.42M	0.1%	219
2023 Q3	$2.46M	Sell	87,099 -1,684	-2%	-$49.2K	0.09%	233
2023 Q2	$2.51M	Buy	88,783 +15,899	+22%	+$422K	0.09%	242
2023 Q1	$1.94M	Sell	72,884 -49,039	-40%	-$1.36M	0.06%	306
2022 Q4	$3.18M	Sell	121,923 -19,157	-14%	-$497K	0.11%	188
2022 Q3	$3.26M	Buy	141,080 +34,084	+32%	+$867K	0.12%	179
2022 Q2	$2.56M	Buy	106,996 +16,428	+18%	+$430K	0.09%	223
2022 Q1	$2.52M	Buy	90,568 +79,621	+727%	+$2.3M	0.08%	262
2021 Q4	$332K	Buy	10,947 +106	+1%	+$3.16K	0.01%	1031
2021 Q3	$306K	Sell	10,841 -154	-1%	-$4.46K	0.01%	1054
2021 Q2	$320K	Buy	10,995 +1,105	+11%	+$32.6K	0.01%	1047
2021 Q1	$281K	Buy	+9,890	New	+$263K	0.01%	1028