Cetera Investment Advisers SDVY Holdings History
Cetera Investment Advisers's First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, Cetera Investment Advisers held 5.00 Mil shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $167.61 Mil. This investment constitutes 0.32% of their stock portfolio, and Cetera Investment Advisers now holds 2.16% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2021Q2. And since then Cetera Investment Advisers has made 14 purchases of SDVY, at an average price of $33.76, for a total of 5.14 Mil shares. In addition, there have been 2 sales at an average price of $25.85 for 140,768.00 shares. Based on historical transaction data and SDVY's current price of $34.92, Cetera Investment Advisers's estimated gain on his SDVY holdings is $4.71 Mil, reflecting a 2.71% gain to date.
Cetera Investment Advisers SDVY ($34.92) Holding Chart
Cetera Investment Advisers SDVY ($34.92) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
