A detailed history of Farther Finance Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 9,700 shares of SDVY stock, worth $351,625. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,700
Previous 12,702 23.63%
Holding current value
$351,625
Previous $439 Million 26.95%
% of portfolio
0.02%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

SELL
$32.33 - $34.91 $97,054 - $104,799
-3,002 Reduced 23.63%
9,700 $320 Million
Q1 2024

May 13, 2024

BUY
$31.21 - $34.82 $318,404 - $355,233
10,202 Added 408.08%
12,702 $439 Million
Q4 2023

Feb 14, 2024

BUY
$26.48 - $33.23 $91,303 - $114,577
3,448 Added 38.64%
12,372 $405 Million
Q3 2023

Nov 13, 2023

BUY
$27.7 - $30.38 $177,944 - $195,161
6,424 Added 256.96%
8,924 $252 Million
Q1 2023

May 13, 2024

SELL
$25.54 - $29.71 $252,130 - $293,297
-9,872 Reduced 79.79%
2,500 $66.6 Million
Q4 2022

Sep 11, 2023

BUY
$23.78 - $27.72 $59,450 - $69,300
2,500 New
2,500 $65.1 Million

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 Farther Finance Advisors, LLC Portfolio

Follow Farther Finance Advisors, LLC 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 Farther Finance Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Farther Finance Advisors, LLC with notifications on news.