Bright Financial Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Bright Financial Advisors, Inc.

$159 Billion
Q4 2024

A detailed history of Bright Financial Advisors, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Bright Financial Advisors, Inc. holds 113,129 shares of SDVY stock, worth $3.68 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares

113,129

Previous 73,209 54.53%

Holding current value

$3.68 Million

Previous $2.66 Billion 52.28%

% of portfolio

2.55%

Previous 1.69%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$35.45 - $40.33 $1.42 Million - $1.61 Million	39,920 Added 54.53%	113,129 $4.06 Billion
Q3 2024 Oct 10, 2024	BUY	$32.65 - $36.69 $842,859 - $947,152	25,815 Added 54.47%	73,209 $2.66 Billion
Q2 2024 Aug 12, 2024	BUY	$32.33 - $34.91 $607,771 - $656,273	18,799 Added 65.74%	47,394 $1.58 Billion
Q1 2024 May 09, 2024	BUY	$31.21 - $34.82 $892,449 - $995,677	28,595 New	28,595 $946 Million

Others Institutions Holding SDVY

# of Institutions

503

Shares Held

178M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bright Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bright Financial Advisors, Inc. with notifications on news.

Account

Bright Financial Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History