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

Puff 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
2025 Q3	–	Sell	-6,867	Closed	-$242K	–	110
2025 Q2	$242K	Sell	6,867 -694	-9%	-$23.3K	0.18%	91
2025 Q1	$253K	Buy	7,561 +309	+4%	+$11K	0.24%	72
2024 Q4	$260K	Buy	+7,252	New	+$271K	0.45%	50

Other funds holding SDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Puff Wealth Management's SDVY Position: Q3 2025 in Review

Puff Wealth Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2025, closing a stake of 6,867 shares — an estimated $242K sold.

Puff Wealth Management first reported a position in SDVY in Q4 2024 and held it in 3 quarters. The position peaked at $260K in Q4 2024. 483 funds tracked by Wall St. Rank hold SDVY as of Q3 2025.

Puff Wealth Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q3 2025 after selling out during the quarter.
Puff Wealth Management sold 6,867 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2025, an estimated $242K.
Puff Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and held it in 3 quarters.
Puff Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $260K in Q4 2024.
483 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2025.

Based on Puff Wealth Management's 13F filing for Q3 2025, filed 6 Oct 2025.