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

Kolinsky 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
2023 Q4	–	Sell	-122,709	Closed	-$3.46M	–	143
2023 Q3	$3.46M	Sell	122,709 -4,168	-3%	-$122K	3.44%	5
2023 Q2	$3.58M	Buy	126,877 +218	+0.2%	+$5.78K	3.4%	5
2023 Q1	$3.38M	Buy	126,659 +4,062	+3%	+$113K	3.58%	5
2022 Q4	$3.19M	Sell	122,597 -391	-0.3%	-$10.2K	3.64%	5
2022 Q3	$2.85M	Sell	122,988 -2,583	-2%	-$65.7K	3.57%	5
2022 Q2	$3M	Sell	125,571 -4,626	-4%	-$121K	3.54%	5
2022 Q1	$3.63M	Buy	130,197 +79,820	+158%	+$2.31M	3.56%	5
2021 Q4	$1.53M	Buy	+50,377	New	+$1.5M	1.41%	7

Other funds holding SDVY

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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 $564B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return