Mach-1 Financial Group, LLC SDVY Holdings History
Mach-1 Financial Group, LLC's First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, Mach-1 Financial Group, LLC held 245,344.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $8.22 Mil. This investment constitutes 2.46% of their stock portfolio, and Mach-1 Financial Group, LLC now holds 0.11% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2022Q2. And since then Mach-1 Financial Group, LLC has made 9 purchases of SDVY, at an average price of $33.15, for a total of 469,366.00 shares. In addition, there have been 3 sales at an average price of $37.36 for 224,022.00 shares. Based on historical transaction data and SDVY's current price of $36.17, Mach-1 Financial Group, LLC's estimated gain on his SDVY holdings is $1.69 Mil, reflecting a 10.83% gain to date.
Mach-1 Financial Group, LLC SDVY ($36.17) Holding Chart
Mach-1 Financial Group, LLC SDVY ($36.17) 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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