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 $152 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares

3,972,146

Previous 0 Infinity%

Holding current value

$152 Million

Previous $3.97 Billion 96.47%

% of portfolio

2.63%

Previous 4.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

495

Shares Held

186M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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