ZIMP
SDVY icon

Zimmermann Investment Management & Planning’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Zimmermann Investment Management & Planning’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 		– Sell
-24,051
Closed -$875K – 114
2024
Q3 		$875K Buy
+24,051
New +$840K 0.27% 63

Other funds holding SDVY

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Zimmermann Investment Management & Planning's SDVY Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2024, closing a stake of 24,051 shares — an estimated $875K sold.

Zimmermann Investment Management & Planning first reported a position in SDVY in Q3 2024 and held it in 1 quarter. The position peaked at $875K in Q3 2024. 502 funds tracked by Wall St. Rank hold SDVY as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 24,051 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2024, an estimated $875K.
  • Zimmermann Investment Management & Planning first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and held it in 1 quarter.
  • Zimmermann Investment Management & Planning's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $875K in Q3 2024.
  • 502 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.