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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$242K Sell
6,867
-694
-9% -$24.5K 0.18% 56
2025
Q1 		$253K Buy
7,561
+309
+4% +$10.4K 0.24% 51
2024
Q4 		$260K Buy
+7,252
New +$260K 0.45% 50