Capital Investment Advisors, LLC SDVY Holdings History
Capital Investment Advisors, LLC's First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-06-30, Capital Investment Advisors, LLC held 3.97 Mil shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $140.14 Mil. This investment constitutes 2.47% of their stock portfolio, and Capital Investment Advisors, LLC now holds 1.7% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2024Q1. And since then Capital Investment Advisors, LLC has made 6 purchases of SDVY, at an average price of $34.10, for a total of 3.97 Mil shares. Based on historical transaction data and SDVY's current price of $36.03, Capital Investment Advisors, LLC's estimated gain on his SDVY holdings is $7.67 Mil, reflecting a 5.66% gain to date.
Capital Investment Advisors, LLC SDVY ($36.03) Holding Chart
Capital Investment Advisors, LLC SDVY ($36.03) 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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