PSI Advisors, LLC SDVY Holdings History
PSI Advisors, LLC's First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, PSI Advisors, LLC held 208,535.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $6.99 Mil. This investment constitutes 2.29% of their stock portfolio, and PSI Advisors, LLC now holds 0.09% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2022Q1. And since then PSI Advisors, LLC has made 13 purchases of SDVY, at an average price of $30.46, for a total of 208,535.00 shares. Based on historical transaction data and SDVY's current price of $36.17, PSI Advisors, LLC's estimated gain on his SDVY holdings is $1.19 Mil, reflecting a 18.76% gain to date.
PSI Advisors, LLC SDVY ($36.17) Holding Chart
PSI Advisors, 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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