Triumph Capital Management SDVY Holdings History
Triumph Capital Management's First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-06-30, Triumph Capital Management held 227,920.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $8.04 Mil. This investment constitutes 2.41% of their stock portfolio, and Triumph Capital Management now holds 0.1% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2024Q1. And since then Triumph Capital Management has made 6 purchases of SDVY, at an average price of $34.16, for a total of 227,920.00 shares. Based on historical transaction data and SDVY's current price of $36.25, Triumph Capital Management's estimated gain on his SDVY holdings is $476,572.62, reflecting a 6.12% gain to date.
Triumph Capital Management SDVY ($36.25) Holding Chart
Triumph Capital Management SDVY ($36.25) 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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