Truist 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	$105M	Buy	2,653,798 +199,415	+8%	+$8.1M	0.14%	143
2025 Q4	$94.1M	Sell	2,454,383 -3,800	-0.2%	-$144K	0.13%	157
2025 Q3	$93.5M	Buy	2,458,183 +86,400	+4%	+$3.21M	0.13%	158
2025 Q2	$83.7M	Sell	2,371,783 -425,226	-15%	-$14.3M	0.12%	158
2025 Q1	$93.7M	Buy	2,797,009 +167,056	+6%	+$5.96M	0.15%	144
2024 Q4	$94.3M	Buy	2,629,953 +190,665	+8%	+$7.13M	0.15%	132
2024 Q3	$88.7M	Sell	2,439,288 -17,142	-0.7%	-$598K	0.14%	143
2024 Q2	$82M	Sell	2,456,430 -12,408	-0.5%	-$418K	0.13%	164
2024 Q1	$86M	Buy	2,468,838 +365,202	+17%	+$11.9M	0.13%	157
2023 Q4	$68.9M	Sell	2,103,636 -63,520	-3%	-$1.85M	0.11%	182
2023 Q3	$61.2M	Buy	2,167,156 +1,566,457	+261%	+$45.7M	0.1%	189
2023 Q2	$17M	Buy	600,699 +259,773	+76%	+$6.89M	0.03%	434
2023 Q1	$9.09M	Sell	340,926 -29,601	-8%	-$821K	0.02%	613
2022 Q4	$9.65M	Sell	370,527 -318,150	-46%	-$8.26M	0.02%	581
2022 Q3	$15.9M	Sell	688,677 -20,801	-3%	-$529K	0.03%	417
2022 Q2	$16.9M	Buy	709,478 +170,401	+32%	+$4.46M	0.03%	415
2022 Q1	$15M	Buy	539,077 +230,347	+75%	+$6.65M	0.02%	510
2021 Q4	$9.36M	Buy	308,730 +207,554	+205%	+$6.18M	0.01%	664
2021 Q3	$2.86M	Buy	101,176 +13,611	+16%	+$394K	﹤0.01%	1109
2021 Q2	$2.55M	Buy	+87,565	New	+$2.58M	﹤0.01%	1161