ARVEST INVESTMENTS, INC. SDVY Holdings History
ARVEST INVESTMENTS, INC.'s First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-06-30, ARVEST INVESTMENTS, INC. held 264,590.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $9.33 Mil. This investment constitutes 1.4% of their stock portfolio, and ARVEST INVESTMENTS, INC. now holds 0.11% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2023Q4. And since then ARVEST INVESTMENTS, INC. has made 5 purchases of SDVY, at an average price of $31.12, for a total of 270,563.00 shares. In addition, there have been 1 sales at an average price of $32.65 for 5,973.00 shares. Based on historical transaction data and SDVY's current price of $36.25, ARVEST INVESTMENTS, INC.'s estimated gain on his SDVY holdings is $1.37 Mil, reflecting a 16.24% gain to date.
ARVEST INVESTMENTS, INC. SDVY ($36.25) Holding Chart
ARVEST INVESTMENTS, INC. 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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