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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.57M	Buy	129,580 +11,289	+10%	+$398K	0.87%	25
2025 Q1	$3.73M	Sell	118,291 -10,455	-8%	-$329K	0.85%	28
2024 Q4	$4.84M	Sell	128,746 -5,245	-4%	-$197K	1.04%	21
2024 Q3	$4.86M	Buy	133,991 +51,608	+63%	+$1.87M	1.2%	19
2024 Q2	$2.88M	Buy	+82,383	New	+$2.88M	0.87%	29