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

Financial Advocates Investment Management

$1.71 Billion
Q4 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 168,052 shares of SDVY stock, worth $5.65 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

168,052

Previous 130,486 28.79%

Holding current value

$5.65 Million

Previous $4.75 Million 26.9%

% of portfolio

0.35%

Previous 0.27%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$35.45 - $40.33 $1.33 Million - $1.52 Million	37,566 Added 28.79%	168,052 $6.02 Million
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

511

Shares Held

174M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

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