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

Maridea Wealth Management’s Portfolio SDVY Stock Details SDVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$497K Sell
14,097
-3,113
-18% -$110K 0.13% 158
2025
Q1 		$577K Buy
17,210
+7,273
+73% +$244K 0.19% 102
2024
Q4 		$356K Buy
+9,937
New +$356K 0.11% 155