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

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

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

Purus Wealth Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3.4% in Q2 2026, selling an estimated $72.9K and leaving 48,976 shares worth $2.11M. The position accounts for 0.58% of the portfolio, ranked #39.

Purus Wealth Management first reported a position in SDVY in Q4 2021 and has held it in 19 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Purus Wealth Management held 48,976 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.11M as of Q2 2026.
Purus Wealth Management sold 1,746 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $72.9K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.58% of Purus Wealth Management's portfolio in Q2 2026, its #39 holding.
Purus Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Purus Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.