L.M. Kohn & Company’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

L.M. Kohn & Company’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 Q2	–	Sell	-9,723	Closed	-$326K	–	295
2025 Q1	$326K	Buy	9,723 +1,313	+16%	+$46.8K	0.09%	188
2024 Q4	$301K	Buy	8,410 +2,097	+33%	+$78.5K	0.08%	189
2024 Q3	$230K	Buy	+6,313	New	+$220K	0.06%	248
2024 Q2	–	Sell	-12,916	Closed	-$450K	–	294
2024 Q1	$450K	Buy	+12,916	New	+$422K	0.13%	153

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CIA

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

L.M. Kohn & Company's SDVY Position: Q2 2025 in Review

L.M. Kohn & Company sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2025, closing a stake of 9,723 shares — an estimated $326K sold.

L.M. Kohn & Company first reported a position in SDVY in Q1 2024 and held it in 4 quarters. The position peaked at $450K in Q1 2024. 473 funds tracked by Wall St. Rank hold SDVY as of Q2 2025.

L.M. Kohn & Company reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
L.M. Kohn & Company sold 9,723 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2025, an estimated $326K.
L.M. Kohn & Company first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and held it in 4 quarters.
L.M. Kohn & Company's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $450K in Q1 2024.
473 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2025.

Based on L.M. Kohn & Company's 13F filing for Q2 2025, filed 4 Aug 2025.