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

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

RJA

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

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

Kolinsky Wealth Management's SDVY Position: Q4 2023 in Review

Kolinsky Wealth Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2023, closing a stake of 122,709 shares — an estimated $3.46M sold.

Kolinsky Wealth Management first reported a position in SDVY in Q4 2021 and held it in 8 quarters. The position peaked at $3.63M in Q1 2022. 237 funds tracked by Wall St. Rank hold SDVY as of Q4 2023.

Kolinsky Wealth Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2023 after selling out during the quarter.
Kolinsky Wealth Management sold 122,709 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2023, an estimated $3.46M.
Kolinsky Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and held it in 8 quarters.
Kolinsky Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $3.63M in Q1 2022.
237 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2023.

Based on Kolinsky Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.