Sunbelt Securities, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Sunbelt Securities, Inc.

$1.03 Billion
Q4 2024

A detailed history of Sunbelt Securities, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 1,550 shares of SDVY stock, worth $55,350. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,550

Holding current value

$55,350

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 18, 2025	BUY	$35.45 - $40.33 $54,947 - $62,511	1,550 New	1,550 $55,000

Others Institutions Holding SDVY

# of Institutions

505

Shares Held

173M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

21.9M
Shares

$783 Million
0.33% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$669 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

12.7M
Shares

$455 Million
0.11% of portfolio
Raymond James Financial Inc St. Petersburg, FL

10.6M
Shares

$380 Million
0.14% of portfolio
Bank Of America Corp Charlotte, NC

7.1M
Shares

$254 Million
0.02% of portfolio

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Sunbelt Securities, Inc. First Tr ETF Vi Smid Cap Risin Transaction History