AIFG Consultants Ltd. SDVY Holdings History
AIFG Consultants Ltd.'s First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-06-30, AIFG Consultants Ltd. held 48,472.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $1.71 Mil. This investment constitutes 3.33% of their stock portfolio, and AIFG Consultants Ltd. now holds 0.02% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2023Q4. And since then AIFG Consultants Ltd. has made 3 purchases of SDVY, at an average price of $29.94, for a total of 205,405.00 shares. In addition, there have been 4 sales at an average price of $35.86 for 156,933.00 shares. Based on historical transaction data and SDVY's current price of $36.25, AIFG Consultants Ltd.'s estimated gain on his SDVY holdings is $1.23 Mil, reflecting a 20.08% gain to date.
AIFG Consultants Ltd. SDVY ($36.25) Holding Chart
AIFG Consultants Ltd. SDVY ($36.25) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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