Kerntke Otto McGlone Wealth Management Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
2025 Q1	–	Sell	-32,247	Closed	-$1.16M	–	83
2024 Q4	$1.16M	Buy	32,247 +1,253	+4%	+$46.9K	0.85%	21
2024 Q3	$1.13M	Buy	30,994 +1,753	+6%	+$61.2K	0.94%	24
2024 Q2	$976K	Buy	29,241 +1,304	+5%	+$43.9K	0.91%	22
2024 Q1	$973K	Buy	+27,937	New	+$912K	0.96%	23

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CIA

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's SDVY Position: Q1 2025 in Review

Kerntke Otto McGlone Wealth Management Group sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2025, closing a stake of 32,247 shares — an estimated $1.16M sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in SDVY in Q1 2024 and held it in 4 quarters. The position peaked at $1.16M in Q4 2024. 482 funds tracked by Wall St. Rank hold SDVY as of Q1 2025.

Kerntke Otto McGlone Wealth Management Group reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 32,247 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2025, an estimated $1.16M.
Kerntke Otto McGlone Wealth Management Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and held it in 4 quarters.
Kerntke Otto McGlone Wealth Management Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.16M in Q4 2024.
482 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2025.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2025, filed 1 May 2025.