B & T Capital Management DBA Alpha Capital Management SDVY Holdings History
B & T Capital Management DBA Alpha Capital Management's First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, B & T Capital Management DBA Alpha Capital Managem held 342,213.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $11.46 Mil. This investment constitutes 2.18% of their stock portfolio, and B & T Capital Management DBA Alpha Capital Managem now holds 0.15% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2024Q4. And since then B & T Capital Management DBA Alpha Capital Management has made 2 purchases of SDVY, at an average price of $37.30, for a total of 342,213.00 shares. Based on historical transaction data and SDVY's current price of $36.07, B & T Capital Management DBA Alpha Capital Management's estimated gain on his SDVY holdings is $-421,278.46, reflecting a -3.30% gain to date.
B & T Capital Management DBA Alpha Capital Management SDVY ($36.07) Holding Chart
B & T Capital Management DBA Alpha Capital Management SDVY ($36.07) 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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