A detailed history of D.A. Davidson & Co. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, D.A. Davidson & Co. holds 462,501 shares of SDVY stock, worth $17.6 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
462,501
Previous 415,576 11.29%
Holding current value
$17.6 Million
Previous $13.9 Million 21.3%
% of portfolio
0.14%
Previous 0.12%

Shares

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

Nov 13, 2024

BUY
$32.65 - $36.69 $1.53 Million - $1.72 Million
46,925 Added 11.29%
462,501 $16.8 Million
Q2 2024

Jul 31, 2024

BUY
$32.33 - $34.91 $2.66 Million - $2.88 Million
82,420 Added 24.74%
415,576 $13.9 Million
Q1 2024

May 13, 2024

BUY
$31.21 - $34.82 $2.63 Million - $2.94 Million
84,325 Added 33.89%
333,156 $11.6 Million
Q4 2023

Feb 09, 2024

BUY
$26.48 - $33.23 $1.06 Million - $1.33 Million
39,878 Added 19.08%
248,831 $8.15 Million
Q3 2023

Nov 08, 2023

BUY
$27.7 - $30.38 $3.07 Million - $3.37 Million
110,933 Added 113.17%
208,953 $5.9 Million
Q2 2023

Aug 10, 2023

BUY
$24.91 - $28.31 $1.61 Million - $1.83 Million
64,805 Added 195.11%
98,020 $2.77 Million
Q1 2023

Apr 25, 2023

BUY
$25.54 - $29.71 $162,766 - $189,341
6,373 Added 23.74%
33,215 $885,000
Q4 2022

Feb 03, 2023

BUY
$23.78 - $27.72 $98,306 - $114,594
4,134 Added 18.21%
26,842 $699,000
Q3 2022

Nov 07, 2022

BUY
$23.0 - $27.75 $92,552 - $111,666
4,024 Added 21.54%
22,708 $525,000
Q2 2022

Jul 28, 2022

BUY
$23.62 - $28.23 $14,880 - $17,784
630 Added 3.49%
18,684 $446,000
Q1 2022

May 12, 2022

BUY
$27.17 - $30.89 $68,848 - $78,275
2,534 Added 16.33%
18,054 $503,000
Q4 2021

Jan 31, 2022

BUY
$28.58 - $30.81 $443,561 - $478,171
15,520 New
15,520 $470,000

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
Track This Portfolio

Track D.A. Davidson & Co. Portfolio

Follow D.A. Davidson & Co. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of D.A. Davidson & Co., based on Form 13F filings with the SEC.

News

Stay updated on D.A. Davidson & Co. with notifications on news.