Number of Shares
423,353.00
Current Holdings Value*
$14.18 Mil
% of Portfolio
1.09%
Total Estimate Gain
$698,899.39
% of Total Estimate Gain
4.77%

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 $36.23, N.E.W. Advisory Services LLC's estimated gain on his SDVY holdings is $698,899.39, reflecting a 4.77% gain to date.

N.E.W. Advisory Services LLC SDVY ($36.23) Holding Chart

N.E.W. Advisory Services LLC SDVY ($36.23) 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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