Advance Capital Management, Inc. SDVY Holdings History
Advance Capital Management, Inc.'s First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-06-30, Advance Capital Management, Inc. held 9,024.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $318,370.00. This investment constitutes 0.01% of their stock portfolio, and Advance Capital Management, Inc. now holds 0% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2024Q4. And since then Advance Capital Management, Inc. has made 2 purchases of SDVY, at an average price of $37.40, for a total of 503,089.00 shares. In addition, there have been 1 sales at an average price of $33.55 for 494,065.00 shares. Based on historical transaction data and SDVY's current price of $36.10, Advance Capital Management, Inc.'s estimated gain on his SDVY holdings is $-1.91 Mil, reflecting a -10.17% gain to date.
Advance Capital Management, Inc. SDVY ($36.10) Holding Chart
Advance Capital Management, Inc. SDVY ($36.10) 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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