Wintrust Investments’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Wintrust Investments’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 Q4	$783K	Buy	21,854 +3,303	+18%	+$124K	0.69%	30
2024 Q3	$674K	Sell	18,551 -160,979	-90%	-$5.62M	0.5%	36
2024 Q2	$5.99M	Buy	179,530 +3,372	+2%	+$114K	0.49%	36
2024 Q1	$6.13M	Buy	176,158 +22,810	+15%	+$745K	0.54%	41
2023 Q4	$5.03M	Buy	153,348 +6,596	+4%	+$193K	0.49%	37
2023 Q3	$4.14M	Buy	146,752 +124,493	+559%	+$3.63M	0.43%	45
2023 Q2	$630K	Sell	22,259 -2,081	-9%	-$55.2K	0.06%	237
2023 Q1	$649K	Sell	24,340 -2,270	-9%	-$63K	0.08%	178
2022 Q4	$693K	Sell	26,610 -73,870	-74%	-$1.92M	0.09%	174
2022 Q3	$2.32M	Sell	100,480 -45,027	-31%	-$1.15M	0.29%	68
2022 Q2	$3.48M	Sell	145,507 -2,833	-2%	-$74.2K	0.42%	45
2022 Q1	$4.13M	Buy	148,340 +137,340	+1,249%	+$3.97M	0.4%	44
2021 Q4	$333K	Buy	+11,000	New	+$328K	0.03%	323

Other funds holding SDVY

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

CIA

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

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

Wintrust Investments's SDVY Position: Q4 2024 in Review

Wintrust Investments increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 18% in Q4 2024, buying an estimated $124K and bringing the position to 21,854 shares worth $783K. The position accounts for 0.69% of the portfolio, ranked #30.

Wintrust Investments first reported a position in SDVY in Q4 2021 and has held it in 13 quarters since. The position peaked at $6.13M in Q1 2024. 503 funds tracked by Wall St. Rank hold SDVY as of Q4 2024.

Wintrust Investments held 21,854 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $783K as of Q4 2024.
Wintrust Investments bought 3,303 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2024, an estimated $124K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.69% of Wintrust Investments's portfolio in Q4 2024, its #30 holding.
Wintrust Investments first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 13 quarters since.
Wintrust Investments's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $6.13M in Q1 2024.
503 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.