Horizon Advisory Services, Inc. SDVY Holdings History
Horizon Advisory Services, Inc.'s First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, Horizon Advisory Services, Inc. held 24,112.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $807,750.00. This investment constitutes 0.46% of their stock portfolio, and Horizon Advisory Services, Inc. now holds 0.01% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2024Q1. And since then Horizon Advisory Services, Inc. has made 1 purchases of SDVY, at an average price of $32.65, for a total of 809,881.00 shares. In addition, there have been 3 sales at an average price of $37.27 for 785,769.00 shares. Based on historical transaction data and SDVY's current price of $36.54, Horizon Advisory Services, Inc.'s estimated gain on his SDVY holdings is $3.72 Mil, reflecting a 14.09% gain to date.
Horizon Advisory Services, Inc. SDVY ($36.54) Holding Chart
Horizon Advisory Services, Inc. SDVY ($36.54) 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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