Capital Investment Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Capital Investment Advisors, LLC
- $5.33 Billion
- Q2 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 3,972,146 shares of SDVY stock, worth $150 Million. This represents 2.63% of its overall portfolio holdings.
Number of Shares
3,972,146
Previous 0
Infinity%
Holding current value
$150 Million
Previous $3.97 Billion
96.47%
% of portfolio
2.63%
Previous 4.37%
Shares
7 transactions
Others Institutions Holding SDVY
# of Institutions
493Shares Held
186MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$889 Million0.29% of portfolio
-
Morgan Stanley New York, NY19.7MShares$744 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$454 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$452 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$278 Million0.02% of portfolio