Capital Investment Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Capital Investment Advisors, LLC
- $4.94 Billion
- Q1 2025
A detailed history of Capital Investment Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 3,731,491 shares of SDVY stock, worth $121 Million. This represents 2.52% of its overall portfolio holdings.
Number of Shares
3,731,491
Previous 3,510,050
6.31%
Holding current value
$121 Million
Previous $126 Million
0.99%
% of portfolio
2.52%
Previous 2.62%
Shares
5 transactions
Others Institutions Holding SDVY
# of Institutions
509Shares Held
175MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$711 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$607 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$413 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$345 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$230 Million0.02% of portfolio