Number of Shares
656,487.00
Current Holdings Value*
$20.57 Mil
% of Portfolio
1.17%
Total Estimate Gain
$-191,479.26
% of Total Estimate Gain
-0.80%

Csenge Advisory Group's First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary

As of 2025-03-31, Csenge Advisory Group held 656,487.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $20.57 Mil. This investment constitutes 1.17% of their stock portfolio, and Csenge Advisory Group now holds 0.28% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.

The initial trade took place in 2024Q3. And since then Csenge Advisory Group has made 3 purchases of SDVY, at an average price of $36.24, for a total of 656,487.00 shares. Based on historical transaction data and SDVY's current price of $35.95, Csenge Advisory Group's estimated gain on his SDVY holdings is $-191,479.26, reflecting a -0.80% gain to date.

Csenge Advisory Group SDVY ($35.95) Holding Chart

Csenge Advisory Group SDVY ($35.95) 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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