LFA - Lugano Financial Advisors SA SDVY Holdings History
LFA - Lugano Financial Advisors SA's First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, LFA - Lugano Financial Advisors SA held 191,256.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $6.41 Mil. This investment constitutes 4.36% of their stock portfolio, and LFA - Lugano Financial Advisors SA now holds 0.08% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2024Q4. And since then LFA - Lugano Financial Advisors SA has made 2 purchases of SDVY, at an average price of $37.43, for a total of 191,256.00 shares. Based on historical transaction data and SDVY's current price of $36.07, LFA - Lugano Financial Advisors SA's estimated gain on his SDVY holdings is $-259,879.02, reflecting a -3.63% gain to date.
LFA - Lugano Financial Advisors SA SDVY ($36.07) Holding Chart
LFA - Lugano Financial Advisors SA SDVY ($36.07) 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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