N.E.W. Advisory Services LLC SDVY Holdings History
N.E.W. Advisory Services LLC's First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, N.E.W. Advisory Services LLC held 423,353.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $14.18 Mil. This investment constitutes 1.09% of their stock portfolio, and N.E.W. Advisory Services LLC now holds 0.18% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2023Q4. And since then N.E.W. Advisory Services LLC has made 6 purchases of SDVY, at an average price of $34.58, for a total of 423,353.00 shares. Based on historical transaction data and SDVY's current price of $36.10, N.E.W. Advisory Services LLC's estimated gain on his SDVY holdings is $643,863.50, reflecting a 4.40% gain to date.
N.E.W. Advisory Services LLC SDVY ($36.10) Holding Chart
N.E.W. Advisory Services 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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