Chiron Capital Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Chiron Capital 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
2024 Q2	–	Sell	-7,547	Closed	-$263K	–	117
2024 Q1	$263K	Sell	7,547 -37,082	-83%	-$1.21M	0.24%	91
2023 Q4	$1.46M	Sell	44,629 -1,876	-4%	-$54.8K	1.27%	17
2023 Q3	$1.31M	Sell	46,505 -1,850	-4%	-$54K	1.13%	22
2023 Q2	$1.37M	Buy	48,355 +1,398	+3%	+$37.1K	1.08%	18
2023 Q1	$1.25M	Buy	46,957 +4,665	+11%	+$129K	0.87%	20
2022 Q4	$1.1M	Sell	42,292 -913	-2%	-$23.7K	0.77%	28
2022 Q3	$999K	Buy	43,205 +8,679	+25%	+$221K	0.67%	29
2022 Q2	$824K	Buy	34,526 +6,575	+24%	+$172K	0.52%	47
2022 Q1	$779K	Buy	+27,951	New	+$807K	0.49%	49

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Chiron Capital Management's SDVY Position: Q2 2024 in Review

Chiron Capital Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2024, closing a stake of 7,547 shares — an estimated $263K sold.

Chiron Capital Management first reported a position in SDVY in Q1 2022 and held it in 9 quarters. The position peaked at $1.46M in Q4 2023. 340 funds tracked by Wall St. Rank hold SDVY as of Q2 2024.

Chiron Capital Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2024 after selling out during the quarter.
Chiron Capital Management sold 7,547 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2024, an estimated $263K.
Chiron Capital Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and held it in 9 quarters.
Chiron Capital Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.46M in Q4 2023.
340 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2024.

Based on Chiron Capital Management's 13F filing for Q2 2024, filed 8 Aug 2024.