Stratos Wealth Partners’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	$5.3M	Sell	134,503 -88,449	-40%	-$3.59M	0.06%	322
2025 Q4	$8.54M	Buy	222,952 +1,990	+0.9%	+$75.6K	0.1%	219
2025 Q3	$8.4M	Sell	220,962 -13,517	-6%	-$501K	0.1%	211
2025 Q2	$8.27M	Buy	234,479 +1,340	+0.6%	+$45K	0.11%	191
2025 Q1	$7.81M	Buy	233,139 +55,368	+31%	+$1.98M	0.12%	182
2024 Q4	$6.37M	Buy	177,771 +22,329	+14%	+$836K	0.09%	221
2024 Q3	$5.66M	Sell	155,442 -6,521	-4%	-$228K	0.08%	244
2024 Q2	$5.41M	Buy	161,963 +17,478	+12%	+$588K	0.09%	231
2024 Q1	$5.03M	Buy	144,485 +20,428	+16%	+$667K	0.08%	243
2023 Q4	$4.07M	Sell	124,057 -24,432	-16%	-$713K	0.08%	260
2023 Q3	$4.19M	Buy	148,489 +18,953	+15%	+$553K	0.09%	228
2023 Q2	$3.67M	Buy	129,536 +11,180	+9%	+$297K	0.08%	242
2023 Q1	$3.15M	Buy	118,356 +5,464	+5%	+$152K	0.08%	234
2022 Q4	$2.94M	Buy	112,892 +4,364	+4%	+$113K	0.07%	262
2022 Q3	$2.51M	Buy	108,528 +48,452	+81%	+$1.23M	0.07%	264
2022 Q2	$1.44M	Buy	60,076 +1,946	+3%	+$51K	0.04%	399
2022 Q1	$1.62M	Buy	58,130 +19,429	+50%	+$561K	0.04%	422
2021 Q4	$1.17M	Buy	+38,701	New	+$1.15M	0.03%	512