Elevated Capital Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Elevated Capital Advisors, LLC

$322 Million
Q4 2024

A detailed history of Elevated Capital Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Elevated Capital Advisors, LLC holds 24,167 shares of SDVY stock, worth $848,261. This represents 0.27% of its overall portfolio holdings.

Number of Shares

24,167

Previous 39,354 38.59%

Holding current value

$848,261

Previous $1.43 Million 39.48%

% of portfolio

0.27%

Previous 0.42%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$35.45 - $40.33 $538,379 - $612,491	-15,187 Reduced 38.59%	24,167 $866,000
Q3 2024 Oct 22, 2024	SELL	$32.65 - $36.69 $3.79 Million - $4.26 Million	-116,065 Reduced 74.68%	39,354 $1.43 Million
Q2 2024 Aug 01, 2024	SELL	$32.33 - $34.91 $379,327 - $409,599	-11,733 Reduced 7.02%	155,419 $5.19 Million
Q1 2024 Apr 15, 2024	BUY	$31.21 - $34.82 $4.63 Million - $5.17 Million	148,396 Added 791.19%	167,152 $5.82 Million
Q4 2023 Jan 09, 2024	BUY	$26.48 - $33.23 $8,553 - $10,733	323 Added 1.75%	18,756 $614,000
Q3 2023 Oct 17, 2023	BUY	$27.7 - $30.38 $14,597 - $16,010	527 Added 2.94%	18,433 $520,000
Q2 2023 Aug 18, 2023	BUY	$24.91 - $28.31 $446,038 - $506,918	17,906 New	17,906 $506,000

Others Institutions Holding SDVY

# of Institutions

507

Shares Held

173M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Industry ETFs

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Elevated Capital Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History