Wagner Wealth Management, LLC SDVY Holdings History
Wagner Wealth Management, LLC's First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, Wagner Wealth Management, LLC held 437,601.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $14.66 Mil. This investment constitutes 3.65% of their stock portfolio, and Wagner Wealth Management, LLC now holds 0.19% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2024Q1. And since then Wagner Wealth Management, LLC has made 5 purchases of SDVY, at an average price of $33.35, for a total of 437,601.00 shares. Based on historical transaction data and SDVY's current price of $36.10, Wagner Wealth Management, LLC's estimated gain on his SDVY holdings is $1.20 Mil, reflecting a 8.24% gain to date.
Wagner Wealth Management, LLC SDVY ($36.10) Holding Chart
Wagner Wealth Management, 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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