A detailed history of First Heartland Consultants, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, First Heartland Consultants, Inc. holds 320,792 shares of SDVY stock, worth $11.5 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
320,792
Previous 240,805 33.22%
Holding current value
$11.5 Million
Previous $8.04 Million 45.19%
% of portfolio
1.25%
Previous 0.56%

Shares

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

Nov 05, 2024

BUY
$32.65 - $36.69 $2.61 Million - $2.93 Million
79,987 Added 33.22%
320,792 $11.7 Million
Q2 2024

Jul 25, 2024

SELL
$32.33 - $34.91 $770,423 - $831,905
-23,830 Reduced 9.0%
240,805 $8.04 Million
Q1 2024

May 07, 2024

BUY
$31.21 - $34.82 $3.87 Million - $4.32 Million
123,996 Added 88.17%
264,635 $9.22 Million
Q4 2023

Feb 08, 2024

SELL
$26.48 - $33.23 $8,923 - $11,198
-337 Reduced 0.24%
140,639 $4.61 Million
Q3 2023

Nov 09, 2023

BUY
$27.7 - $30.38 $745,462 - $817,586
26,912 Added 23.59%
140,976 $3.98 Million
Q2 2023

Jul 26, 2023

BUY
$24.91 - $28.31 $615,551 - $699,568
24,711 Added 27.66%
114,064 $3.23 Million
Q1 2023

Apr 17, 2023

BUY
$25.54 - $29.71 $1,302 - $1,515
51 Added 0.06%
89,353 $2.38 Million
Q4 2022

Jan 13, 2023

BUY
$23.78 - $27.72 $47,821 - $55,744
2,011 Added 2.3%
89,302 $0
Q3 2022

Oct 20, 2022

BUY
$23.0 - $27.75 $154,537 - $186,452
6,719 Added 8.34%
87,291 $2.02 Million
Q2 2022

Jul 12, 2022

BUY
$23.62 - $28.23 $78,040 - $93,271
3,304 Added 4.28%
80,572 $1.92 Million
Q1 2022

Apr 21, 2022

BUY
$27.17 - $30.89 $2.1 Million - $2.39 Million
77,268 New
77,268 $2.15 Million

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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