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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.68M	Buy	85,270 +4,295	+5%	+$179K	0.4%	59
2026 Q1	$3.19M	Buy	80,975 +21,057	+35%	+$855K	0.46%	53
2025 Q4	$2.3M	Buy	59,918 +39,327	+191%	+$1.49M	0.34%	71
2025 Q3	$773K	Buy	20,591 +6,494	+46%	+$241K	0.12%	166
2025 Q2	$497K	Sell	14,097 -3,113	-18%	-$104K	0.13%	158
2025 Q1	$577K	Buy	17,210 +7,273	+73%	+$259K	0.19%	102
2024 Q4	$356K	Buy	+9,937	New	+$372K	0.11%	155

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

Maridea Wealth Management's SDVY Position: Q2 2026 in Review

Maridea Wealth Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5.3% in Q2 2026, buying an estimated $179K and bringing the position to 85,270 shares worth $3.68M. The position accounts for 0.4% of the portfolio, ranked #59.

Maridea Wealth Management first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Maridea Wealth Management held 85,270 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.68M as of Q2 2026.
Maridea Wealth Management bought 4,295 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $179K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.4% of Maridea Wealth Management's portfolio in Q2 2026, its #59 holding.
Maridea Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.