Summit Investment Advisory Services’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	$1.89M	Sell	47,979 -167	-0.3%	-$6.78K	0.7%	18
2025 Q4	$1.84M	Sell	48,146 -963	-2%	-$36.6K	0.7%	19
2025 Q3	$1.87M	Sell	49,109 -3,229	-6%	-$120K	0.74%	18
2025 Q2	$1.85M	Sell	52,338 -2,297	-4%	-$77.1K	0.8%	17
2025 Q1	$1.83M	Sell	54,635 -467	-0.8%	-$16.7K	0.9%	16
2024 Q4	$1.98M	Sell	55,102 -103	-0.2%	-$3.85K	1.02%	16
2024 Q3	$2.01M	Buy	+55,205	New	+$1.93M	1.07%	16
2024 Q2	–	Sell	-55,836	Closed	-$1.94M	–	83
2024 Q1	$1.94M	Sell	55,836 -304	-0.5%	-$9.93K	1.15%	14
2023 Q4	$1.84M	Buy	56,140 +3,538	+7%	+$103K	1.16%	15
2023 Q3	$1.48M	Buy	52,602 +5,397	+11%	+$158K	1.1%	14
2023 Q2	$1.34M	Buy	47,205 +3,269	+7%	+$86.7K	0.88%	14
2023 Q1	$1.17M	Buy	43,936 +885	+2%	+$24.5K	0.83%	17
2022 Q4	$1.12M	Buy	+43,051	New	+$1.12M	1.36%	14