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

Capital Investment Advisory Services, LLC

$972 Million
Q4 2024

A detailed history of Capital Investment Advisory Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 66,752 shares of SDVY stock, worth $2.5 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

66,752

Previous 61,654 8.27%

Holding current value

$2.5 Million

Previous $2.24 Million 6.74%

% of portfolio

0.25%

Previous 0.23%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$35.45 - $40.33 $180,724 - $205,602	5,098 Added 8.27%	66,752 $2.39 Million
Q3 2024 Oct 30, 2024	BUY	$32.65 - $36.69 $144,215 - $162,059	4,417 Added 7.72%	61,654 $2.24 Million
Q2 2024 Aug 14, 2024	SELL	$32.33 - $34.91 $1.1 Million - $1.19 Million	-34,118 Reduced 37.35%	57,237 $1.91 Million
Q1 2024 Apr 25, 2024	BUY	$31.21 - $34.82 $1.4 Million - $1.56 Million	44,854 Added 96.46%	91,355 $3.18 Million
Q4 2023 Feb 01, 2024	BUY	$26.48 - $33.23 $1.23 Million - $1.55 Million	46,501 New	46,501 $1.52 Million

Others Institutions Holding SDVY

# of Institutions

443

Shares Held

139M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Capital Investment Advisory Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History