Number of Shares
48,472.00
Current Holdings Value*
$1.71 Mil
% of Portfolio
3.33%
Total Estimate Gain
$1.25 Mil
% of Total Estimate Gain
20.38%

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 $36.64, AIFG Consultants Ltd.'s estimated gain on his SDVY holdings is $1.25 Mil, reflecting a 20.38% gain to date.

AIFG Consultants Ltd. SDVY ($36.64) Holding Chart

AIFG Consultants Ltd. SDVY ($36.64) 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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