Stifel Financial’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	$156M	Sell	3,945,429 -222,431	-5%	-$9.03M	0.14%	165
2025 Q4	$160M	Buy	4,167,860 +189,858	+5%	+$7.21M	0.14%	160
2025 Q3	$151M	Buy	3,978,002 +514,457	+15%	+$19.1M	0.14%	162
2025 Q2	$122M	Sell	3,463,545 -15,926	-0.5%	-$534K	0.12%	182
2025 Q1	$117M	Buy	3,479,471 +707,718	+26%	+$25.2M	0.12%	182
2024 Q4	$99.4M	Buy	2,771,753 +286,502	+12%	+$10.7M	0.1%	202
2024 Q3	$90.4M	Buy	2,485,251 +347,799	+16%	+$12.1M	0.09%	212
2024 Q2	$71.3M	Buy	2,137,452 +45,914	+2%	+$1.55M	0.08%	241
2024 Q1	$72.8M	Buy	2,091,538 +522,254	+33%	+$17M	0.08%	239
2023 Q4	$51.4M	Buy	1,569,284 +574,141	+58%	+$16.8M	0.06%	276
2023 Q3	$28.1M	Buy	995,143 +141,410	+17%	+$4.13M	0.04%	375
2023 Q2	$24.2M	Buy	853,733 +308,635	+57%	+$8.19M	0.03%	412
2023 Q1	$14.5M	Buy	545,098 +69,175	+15%	+$1.92M	0.02%	558
2022 Q4	$12.4M	Buy	475,923 +152,914	+47%	+$3.97M	0.02%	593
2022 Q3	$7.47M	Sell	323,009 -30,727	-9%	-$782K	0.01%	753
2022 Q2	$8.45M	Sell	353,736 -323,440	-48%	-$8.47M	0.01%	719
2022 Q1	$18.9M	Sell	677,176 -22,321	-3%	-$645K	0.03%	524
2021 Q4	$21.2M	Buy	699,497 +346,582	+98%	+$10.3M	0.03%	490
2021 Q3	$9.98M	Sell	352,915 -49,210	-12%	-$1.42M	0.01%	715
2021 Q2	$11.7M	Buy	402,125 +393,518	+4,572%	+$11.6M	0.02%	653
2021 Q1	$244K	Buy	+8,607	New	+$229K	﹤0.01%	2905