A detailed history of Cottage Street Advisors LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Cottage Street Advisors LLC holds 18,457 shares of SDVY stock, worth $653,377. This represents 0.37% of its overall portfolio holdings.

Number of Shares
18,457
Previous 16,054 14.97%
Holding current value
$653,377
Previous $536 Million 25.3%
% of portfolio
0.37%
Previous 0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$32.65 - $36.69 $78,457 - $88,166
2,403 Added 14.97%
18,457 $671 Million
Q2 2024

Jul 23, 2024

BUY
$32.33 - $34.91 $519,025 - $560,445
16,054 New
16,054 $536 Million
Q4 2023

Jan 18, 2024

BUY
$26.48 - $33.23 $36,436 - $45,724
1,376 Added 11.27%
13,586 $445 Million
Q3 2023

Nov 06, 2023

BUY
$27.7 - $30.38 $53,544 - $58,724
1,933 Added 18.81%
12,210 $345 Million
Q2 2023

Jul 24, 2023

BUY
$24.91 - $28.31 $256,000 - $290,941
10,277 New
10,277 $291 Million

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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