Gateway Wealth Partners, LLC SDVY Holdings History
Gateway Wealth Partners, LLC's First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, Gateway Wealth Partners, LLC held 106,766.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $3.58 Mil. This investment constitutes 0.8% of their stock portfolio, and Gateway Wealth Partners, LLC now holds 0.05% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2024Q2. And since then Gateway Wealth Partners, LLC has made 3 purchases of SDVY, at an average price of $35.34, for a total of 111,516.00 shares. In addition, there have been 1 sales at an average price of $37.44 for 4,750.00 shares. Based on historical transaction data and SDVY's current price of $36.10, Gateway Wealth Partners, LLC's estimated gain on his SDVY holdings is $90,853.32, reflecting a 2.31% gain to date.
Gateway Wealth Partners, LLC SDVY ($36.10) Holding Chart
Gateway Wealth Partners, LLC SDVY ($36.10) 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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