Financial Advocates Investment Management First Tr ETF Vi Smid Cap Risin Transaction History

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024

A detailed history of Financial Advocates Investment Management transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Financial Advocates Investment Management holds 130,486 shares of SDVY stock, worth $4.68 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
130,486
Previous 111,983 16.52%
Holding current value
$4.68 Million
Previous $3.74 Million 27.03%
% of portfolio
0.27%
Previous 0.24%

Shares

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

Oct 25, 2024
BUY
$32.65 - $36.69 $604,122 - $678,875
18,503 Added 16.52%
130,486 $4.75 Million
Q2 2024

Jul 26, 2024
BUY
$32.33 - $34.91 $139,051 - $150,147
4,301 Added 3.99%
111,983 $3.74 Million
Q1 2024

May 01, 2024
BUY
$31.21 - $34.82 $306,450 - $341,897
9,819 Added 10.03%
107,682 $3.75 Million
Q4 2023

Feb 08, 2024
BUY
$26.48 - $33.23 $206,649 - $259,326
7,804 Added 8.67%
97,863 $3.21 Million
Q3 2023

Oct 27, 2023
SELL
$27.7 - $30.38 $81,327 - $89,195
-2,936 Reduced 3.16%
90,059 $2.54 Million
Q2 2023

Aug 07, 2023
BUY
$24.91 - $28.31 $153,196 - $174,106
6,150 Added 7.08%
92,995 $2.63 Million
Q1 2023

May 11, 2023
BUY
$25.54 - $29.71 $59,048 - $68,689
2,312 Added 2.74%
86,845 $2.31 Million
Q4 2022

Feb 14, 2023
BUY
$23.78 - $27.72 $77,522 - $90,367
3,260 Added 4.01%
84,533 $2.2 Million
Q3 2022

Nov 14, 2022
BUY
$23.0 - $27.75 $23,276 - $28,083
1,012 Added 1.26%
81,273 $1.88 Million
Q2 2022

Aug 12, 2022
BUY
$23.62 - $28.23 $14,691 - $17,559
622 Added 0.78%
80,261 $1.92 Million
Q1 2022

May 11, 2022
BUY
$27.17 - $30.89 $100,094 - $113,798
3,684 Added 4.85%
79,639 $2.22 Million
Q4 2021

Feb 14, 2022
BUY
$28.58 - $30.81 $193,543 - $208,645
6,772 Added 9.79%
75,955 $2.3 Million
Q3 2021

Nov 04, 2021
BUY
$27.62 - $30.12 $536,242 - $584,779
19,415 Added 39.01%
69,183 $1.96 Million
Q2 2021

Aug 03, 2021
BUY
$28.0 - $30.39 $132,356 - $143,653
4,727 Added 10.49%
49,768 $1.45 Million
Q1 2021

May 10, 2021
BUY
$23.74 - $28.92 $93,606 - $114,031
3,943 Added 9.59%
45,041 $1.28 Million
Q4 2020

Feb 12, 2021
BUY
$18.28 - $23.79 $58,276 - $75,842
3,188 Added 8.41%
41,098 $976,000
Q3 2020

Nov 04, 2020
SELL
$16.72 - $19.36 $37,118 - $42,979
-2,220 Reduced 5.53%
37,910 $693,000
Q2 2020

Aug 14, 2020
BUY
$13.45 - $19.8 $82,381 - $121,275
6,125 Added 18.01%
40,130 $705,000
Q1 2020

Apr 29, 2020
BUY
$12.47 - $22.12 $156,810 - $278,159
12,575 Added 58.68%
34,005 $484,000
Q4 2019

Feb 13, 2020
BUY
$18.38 - $21.82 $375,503 - $445,782
20,430 Added 2043.0%
21,430 $464,000
Q3 2018

Nov 14, 2018
BUY
$20.83 - $21.96 $20,830 - $21,960
1,000 New
1,000 $0

Others Institutions Holding SDVY

# of Institutions
404
Shares Held
133M
Call Options Held
6.7K
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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