D.A. Davidson & Co. First Tr ETF Vi Smid Cap Risin Transaction History

D.A. Davidson & Co.

$11 Billion
Q1 2024

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 333,156 shares of SDVY stock, worth $11 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

333,156

Previous 248,831 33.89%

Holding current value

$11 Million

Previous $8.15 Million 42.26%

% of portfolio

0.11%

Previous 0.08%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$25.42 - $27.72 $105,086 - $114,594	4,134 Added 18.21%	26,842 $699,000
Q3 2022 Nov 07, 2022	BUY	$23.34 - $27.75 $93,920 - $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

# of Institutions

308

Shares Held

90.1M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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