Key Client Fiduciary Advisors, LLC SDVY Holdings History
Key Client Fiduciary Advisors, LLC's First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, Key Client Fiduciary Advisors, LLC held 134,278.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $4.50 Mil. This investment constitutes 2.05% of their stock portfolio, and Key Client Fiduciary Advisors, LLC now holds 0.06% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2022Q1. And since then Key Client Fiduciary Advisors, LLC has made 7 purchases of SDVY, at an average price of $34.50, for a total of 142,818.00 shares. In addition, there have been 6 sales at an average price of $28.64 for 8,540.00 shares. Based on historical transaction data and SDVY's current price of $36.22, Key Client Fiduciary Advisors, LLC's estimated gain on his SDVY holdings is $179,643.39, reflecting a 3.65% gain to date.
Key Client Fiduciary Advisors, LLC SDVY ($36.22) Holding Chart
Key Client Fiduciary Advisors, LLC SDVY ($36.22) 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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