Cherry Creek Investment Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Cherry Creek Investment Advisors, Inc.

$205 Million
Q2 2025

A detailed history of Cherry Creek Investment Advisors, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Cherry Creek Investment Advisors, Inc. holds 54,115 shares of SDVY stock, worth $2.06 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

54,115

Previous 62,204 13.0%

Holding current value

$2.06 Million

Previous $2.08 Million 8.35%

% of portfolio

0.93%

Previous 1.11%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$29.52 - $35.31 $238,787 - $285,622	-8,089 Reduced 13.0%	54,115 $1.91 Million
Q1 2025 Apr 22, 2025	SELL	$32.49 - $37.99 $947,115 - $1.11 Million	-29,151 Reduced 31.91%	62,204 $2.08 Million
Q4 2024 Jan 22, 2025	BUY	$35.45 - $40.33 $178,738 - $203,343	5,042 Added 5.84%	91,355 $3.28 Million
Q3 2024 Oct 22, 2024	BUY	$32.65 - $36.69 $227,668 - $255,839	6,973 Added 8.79%	86,313 $3.14 Million
Q2 2024 Jul 17, 2024	BUY	$32.33 - $34.91 $19,656 - $21,225	608 Added 0.77%	79,340 $2.65 Million
Q1 2024 Apr 23, 2024	BUY	$31.21 - $34.82 $357,947 - $399,350	11,469 Added 17.05%	78,732 $2.74 Million
Q4 2023 Jan 26, 2024	BUY	$26.48 - $33.23 $482,412 - $605,384	18,218 Added 37.15%	67,263 $2.2 Million
Q3 2023 Oct 13, 2023	BUY	$27.7 - $30.38 $74,706 - $81,934	2,697 Added 5.82%	49,045 $1.38 Million
Q2 2023 Jul 14, 2023	BUY	$24.91 - $28.31 $3,462 - $3,935	139 Added 0.3%	46,348 $1.31 Million
Q1 2023 Apr 24, 2023	BUY	$25.54 - $29.71 $63,262 - $73,591	2,477 Added 5.66%	46,209 $1.23 Million
Q4 2022 Feb 10, 2023	BUY	$23.78 - $27.72 $27,727 - $32,321	1,166 Added 2.74%	43,732 $1.14 Million
Q3 2022 Oct 24, 2022	SELL	$23.0 - $27.75 $31,027 - $37,434	-1,349 Reduced 3.07%	42,566 $985,000
Q2 2022 Jul 20, 2022	BUY	$23.62 - $28.23 $466,117 - $557,090	19,734 Added 81.61%	43,915 $1.05 Million
Q1 2022 Apr 22, 2022	BUY	$27.17 - $30.89 $656,997 - $746,951	24,181 New	24,181 $674,000

Others Institutions Holding SDVY

# of Institutions

494

Shares Held

186M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

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Cherry Creek Investment Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History