Maia Wealth’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Maia Wealth’s Portfolio SDVY Stock Details SDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.29M	Sell	81,137 -8,841	-10%	-$382K	0.45%	61
2026 Q2	$3.88M	Sell	89,978 -8,416	-9%	-$351K	0.57%	50
2026 Q1	$3.88M	Sell	98,394 -3,627	-4%	-$147K	0.66%	39
2025 Q4	$4.27M	Sell	102,021 -25,439	-20%	-$966K	0.73%	29
2025 Q3	$4.84M	Sell	127,460 -2,120	-2%	-$78.6K	0.82%	26
2025 Q2	$4.57M	Buy	129,580 +11,289	+10%	+$379K	0.87%	25
2025 Q1	$3.73M	Sell	118,291 -10,455	-8%	-$373K	0.85%	28
2024 Q4	$4.84M	Sell	128,746 -5,245	-4%	-$196K	1.04%	21
2024 Q3	$4.86M	Buy	133,991 +51,608	+63%	+$1.8M	1.2%	19
2024 Q2	$2.88M	Buy	+82,383	New	+$2.77M	0.87%	29

Other funds holding SDVY

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Maia Wealth's SDVY Position: Q3 2026 in Review

Maia Wealth reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 9.8% in Q3 2026, selling an estimated $382K and leaving 81,137 shares worth $3.29M. The position accounts for 0.45% of the portfolio, ranked #61.

Maia Wealth first reported a position in SDVY in Q2 2024 and has held it in 10 quarters since. The position peaked at $4.86M in Q3 2024. 181 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

Maia Wealth held 81,137 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.29M as of Q3 2026.
Maia Wealth sold 8,841 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $382K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.45% of Maia Wealth's portfolio in Q3 2026, its #61 holding.
Maia Wealth first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 10 quarters since.
Maia Wealth's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $4.86M in Q3 2024.
181 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.