Stonebridge Financial Planning Group’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	$2.31M	Buy	58,662 +1,951	+3%	+$79.2K	0.85%	33
2025 Q4	$2.17M	Sell	56,711 -790	-1%	-$30K	0.78%	38
2025 Q3	$2.19M	Sell	57,501 -791	-1%	-$29.3K	0.82%	39
2025 Q2	$2.06M	Buy	58,292 +747	+1%	+$25.1K	0.86%	34
2025 Q1	$1.93M	Buy	57,545 +7,613	+15%	+$272K	0.88%	37
2024 Q4	$1.79M	Buy	49,932 +11,871	+31%	+$444K	0.8%	38
2024 Q3	$1.38M	Buy	38,061 +1,974	+5%	+$68.9K	0.66%	47
2024 Q2	$1.2M	Buy	36,087 +23,958	+198%	+$807K	0.61%	49
2024 Q1	$422K	Buy	12,129 +3,251	+37%	+$106K	0.22%	110
2023 Q4	$291K	Buy	+8,878	New	+$259K	0.17%	124
2022 Q1	–	Sell	-1,150	Closed	-$33K	–	322
2021 Q4	$33K	Sell	1,150 -350	-23%	-$10.4K	0.02%	252
2021 Q3	$46K	Buy	1,500 +600	+67%	+$17.4K	0.02%	227
2021 Q2	$26K	Buy	+900	New	+$26.5K	0.01%	286