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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Maia Wealth's SDVY Position: Q2 2026 in Review

Maia Wealth reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 8.6% in Q2 2026, selling an estimated $351K and leaving 89,978 shares worth $3.88M. The position accounts for 0.57% of the portfolio, ranked #50.

Maia Wealth first reported a position in SDVY in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.86M in Q3 2024. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Maia Wealth held 89,978 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.88M as of Q2 2026.
Maia Wealth sold 8,416 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $351K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.57% of Maia Wealth's portfolio in Q2 2026, its #50 holding.
Maia Wealth first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
Maia Wealth's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $4.86M in Q3 2024.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.