Creative Financial Designs Inc First Tr ETF Vi Smid Cap Risin Transaction History

Creative Financial Designs Inc

$1.2 Billion
Q4 2024

A detailed history of Creative Financial Designs Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Creative Financial Designs Inc holds 67,526 shares of SDVY stock, worth $2.27 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

67,526

Previous 44,698 51.07%

Holding current value

$2.27 Million

Previous $1.63 Million 48.83%

% of portfolio

0.2%

Previous 0.14%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$35.45 - $40.33 $809,252 - $920,653	22,828 Added 51.07%	67,526 $2.42 Million
Q3 2024 Oct 28, 2024	BUY	$32.65 - $36.69 $547,507 - $615,254	16,769 Added 60.04%	44,698 $1.63 Million
Q2 2024 Aug 06, 2024	SELL	$32.33 - $34.91 $58,420 - $63,082	-1,807 Reduced 6.08%	27,929 $932,000
Q1 2024 May 01, 2024	BUY	$31.21 - $34.82 $779,937 - $870,151	24,990 Added 526.55%	29,736 $1.04 Million
Q4 2023 Jan 10, 2024	SELL	$26.48 - $33.23 $19,648 - $24,656	-742 Reduced 13.52%	4,746 $155,000
Q3 2023 Nov 14, 2023	SELL	$27.7 - $30.38 $4,404 - $4,830	-159 Reduced 2.82%	5,488 $154,000
Q2 2023 Jul 26, 2023	BUY	$24.91 - $28.31 $871 - $990	35 Added 0.62%	5,647 $159,000
Q1 2023 Apr 25, 2023	SELL	$25.54 - $29.71 $29,932 - $34,820	-1,172 Reduced 17.28%	5,612 $149,000
Q4 2022 Feb 01, 2023	SELL	$23.78 - $27.72 $30,533 - $35,592	-1,284 Reduced 15.91%	6,784 $176,000
Q3 2022 Nov 01, 2022	SELL	$23.0 - $27.75 $4,738 - $5,716	-206 Reduced 2.49%	8,068 $187,000
Q2 2022 Aug 01, 2022	BUY	$23.62 - $28.23 $195,431 - $233,575	8,274 New	8,274 $198,000

Others Institutions Holding SDVY

# of Institutions

511

Shares Held

174M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Financial Designs Inc , based on Form 13F filings with the SEC.

News

Stay updated on Creative Financial Designs Inc with notifications on news.

Account

Creative Financial Designs Inc First Tr ETF Vi Smid Cap Risin Transaction History