Capital Investment Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Capital Investment Advisors, LLC

  • $5.8 Billion
  • Q3 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 4,170,826 shares of SDVY stock, worth $156 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares
4,170,826
Previous 3,972,146 5.0%
Holding current value
$156 Million
Previous $140 Million 13.16%
% of portfolio
2.73%
Previous 2.63%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$35.42 - $38.65 $7.04 Million - $7.68 Million
198,680 Added 5.0%
4,170,826 $159 Million
Q2 2025

Jul 17, 2025
BUY
$29.52 - $35.31 $117 Million - $140 Million
3,972,146 New
3,972,146 $140 Million
Q2 2025

Jul 15, 2025
SELL
$29.52 - $35.31 $110 Million - $132 Million
-3,731,491 Closed
0 $3.97 Billion
Q1 2025

Apr 14, 2025
BUY
$32.49 - $37.99 $7.19 Million - $8.41 Million
221,441 Added 6.31%
3,731,491 $125 Million
Q4 2024

Jan 13, 2025
BUY
$35.45 - $40.33 $9.48 Million - $10.8 Million
267,372 Added 8.25%
3,510,050 $126 Million
Q3 2024

Oct 17, 2024
BUY
$32.65 - $36.69 $7.67 Million - $8.62 Million
234,870 Added 7.81%
3,242,678 $118 Million
Q2 2024

Jul 12, 2024
BUY
$32.33 - $34.91 $97 Million - $105 Million
3,000,057 Added 38705.42%
3,007,808 $100 Million
Q1 2024

Apr 15, 2024
BUY
$31.21 - $34.82 $241,908 - $269,889
7,751 New
7,751 $269,000

Others Institutions Holding SDVY

# of Institutions
513
Shares Held
191M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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