Kolinsky Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Kolinsky Wealth Management, LLC

$162 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	SELL	$27.7 - $30.38 $115,453 - $126,623	-4,168 Reduced 3.29%	122,709 $3.46 Million
Q2 2023 Aug 14, 2023	BUY	$24.91 - $28.31 $5,430 - $6,171	218 Added 0.17%	126,877 $3.59 Million
Q1 2023 May 15, 2023	BUY	$25.54 - $29.71 $103,743 - $120,682	4,062 Added 3.31%	126,659 $3.38 Million
Q4 2022 Feb 14, 2023	SELL	$23.78 - $27.72 $9,297 - $10,838	-391 Reduced 0.32%	122,597 $3.19 Million
Q3 2022 Nov 14, 2022	SELL	$23.0 - $27.75 $59,409 - $71,678	-2,583 Reduced 2.06%	122,988 $2.85 Million
Q2 2022 Aug 15, 2022	SELL	$23.62 - $28.23 $109,266 - $130,591	-4,626 Reduced 3.55%	125,571 $3 Million
Q1 2022 May 12, 2022	BUY	$27.17 - $30.89 $2.17 Million - $2.47 Million	79,820 Added 158.45%	130,197 $3.63 Million
Q4 2021 Jan 20, 2022	BUY	$28.58 - $30.81 $1.44 Million - $1.55 Million	50,377 New	50,377 $1.53 Million

Others Institutions Holding SDVY

# of Institutions

511

Shares Held

174M

Call Options Held

4K

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

21.9M
Shares

$737 Million
0.33% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$629 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

12.7M
Shares

$428 Million
0.11% of portfolio
Raymond James Financial Inc St. Petersburg, FL

10.6M
Shares

$357 Million
0.14% of portfolio
Bank Of America Corp Charlotte, NC

7.1M
Shares

$239 Million
0.02% of portfolio

About FIRST TR ETF VI SMID CAP RISIN

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