Stratos Wealth 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	$11.3M	Sell	286,832 -8,120	-3%	-$330K	0.69%	33
2025 Q4	$11.3M	Buy	294,952 +8,913	+3%	+$338K	0.55%	42
2025 Q3	$10.9M	Buy	286,039 +28,479	+11%	+$1.06M	0.52%	44
2025 Q2	$9.09M	Buy	257,560 +42,035	+20%	+$1.41M	0.48%	51
2025 Q1	$7.22M	Buy	215,525 +181,183	+528%	+$6.46M	0.39%	64
2024 Q4	$1.23M	Sell	34,342 -66,011	-66%	-$2.47M	0.06%	299
2024 Q3	$3.65M	Buy	100,353 +13,002	+15%	+$454K	0.17%	133
2024 Q2	$2.92M	Sell	87,351 -3,982	-4%	-$134K	0.14%	154
2024 Q1	$3.18M	Buy	91,333 +19,407	+27%	+$634K	0.19%	130
2023 Q4	$2.36M	Buy	71,926 +34,196	+91%	+$998K	0.14%	192
2023 Q3	$1.07M	Sell	37,730 -482	-1%	-$14.1K	0.07%	289
2023 Q2	$1.08M	Buy	+38,212	New	+$1.01M	0.08%	290
2023 Q1	–	Sell	-26,834	Closed	-$699K	–	631
2022 Q4	$699K	Sell	26,834 -1,105	-4%	-$28.7K	0.06%	340
2022 Q3	$646K	Sell	27,939 -1,068	-4%	-$27.2K	0.07%	311
2022 Q2	$693K	Buy	29,007 +271	+0.9%	+$7.1K	0.06%	312
2022 Q1	$801K	Buy	+28,736	New	+$830K	0.07%	308