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 $377B AUM 19.32% 1-Year Est. Return

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

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

Bank of America

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

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

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

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

Royal Bank of Canada

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

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

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