Advantage Trust Co SDVY Holdings History
Advantage Trust Co's First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, Advantage Trust Co held 410,840.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $13.76 Mil. This investment constitutes 8.34% of their stock portfolio, and Advantage Trust Co now holds 0.18% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2023Q4. And since then Advantage Trust Co has made 3 purchases of SDVY, at an average price of $29.82, for a total of 421,345.00 shares. In addition, there have been 2 sales at an average price of $35.38 for 10,505.00 shares. Based on historical transaction data and SDVY's current price of $36.22, Advantage Trust Co's estimated gain on his SDVY holdings is $2.69 Mil, reflecting a 21.40% gain to date.
Advantage Trust Co SDVY ($36.22) Holding Chart
Advantage Trust Co SDVY ($36.22) 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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