PWM
SDVY icon

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

Purus 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 		$2.11M Sell
48,976
-1,746
-3% -$72.9K 0.58% 39
2026
Q1 		$2M Sell
50,722
-1,508
-3% -$61.3K 0.64% 38
2025
Q4 		$2M Sell
52,230
-261
-0.5% -$9.91K 0.62% 41
2025
Q3 		$2M Buy
52,491
+284
+0.5% +$10.5K 0.64% 40
2025
Q2 		$1.84M Buy
52,207
+285
+0.5% +$9.56K 0.64% 39
2025
Q1 		$1.74M Buy
51,922
+355
+0.7% +$12.7K 0.74% 36
2024
Q4 		$1.85M Buy
51,567
+2,497
+5% +$93.4K 0.73% 35
2024
Q3 		$1.79M Buy
49,070
+260
+0.5% +$9.08K 0.76% 35
2024
Q2 		$1.63M Buy
48,810
+171
+0.4% +$5.76K 0.72% 36
2024
Q1 		$1.69M Sell
48,639
-629
-1% -$20.5K 0.84% 33
2023
Q4 		$1.61M Sell
49,268
-281
-0.6% -$8.2K 0.94% 31
2023
Q3 		$1.4M Buy
49,549
+120
+0.2% +$3.5K 0.94% 32
2023
Q2 		$1.4M Buy
49,429
+16,705
+51% +$443K 0.91% 34
2023
Q1 		$872K Sell
32,724
-258
-0.8% -$7.16K 0.69% 35
2022
Q4 		$859K Buy
32,982
+385
+1% +$10K 0.78% 33
2022
Q3 		$754K Sell
32,597
-53
-0.2% -$1.35K 0.69% 34
2022
Q2 		$780K Buy
32,650
+1,087
+3% +$28.5K 0.7% 36
2022
Q1 		$880K Buy
31,563
+3,207
+11% +$92.6K 0.61% 37
2021
Q4 		$859K Buy
+28,356
New +$844K 0.54% 50

Other funds holding SDVY

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return