Harvest Investment Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Harvest Investment Services, LLC

$320 Million
Q1 2025

A detailed history of Harvest Investment Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Harvest Investment Services, LLC holds 66,496 shares of SDVY stock, worth $2.29 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

66,496

Previous 70,587 5.8%

Holding current value

$2.29 Million

Previous $2.53 Million 11.98%

% of portfolio

0.7%

Previous 0.66%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$32.49 - $37.99 $132,916 - $155,417	-4,091 Reduced 5.8%	66,496 $2.23 Million
Q4 2024 Feb 14, 2025	BUY	$35.45 - $40.33 $60,619 - $68,964	1,710 Added 2.48%	70,587 $2.53 Million
Q3 2024 Nov 14, 2024	BUY	$32.65 - $36.69 $183,623 - $206,344	5,624 Added 8.89%	68,877 $2.51 Million
Q2 2024 Aug 13, 2024	SELL	$32.33 - $34.91 $37,923 - $40,949	-1,173 Reduced 1.82%	63,253 $2.11 Million
Q1 2024 May 13, 2024	BUY	$31.21 - $34.82 $483,474 - $539,396	15,491 Added 31.66%	64,426 $2.24 Million
Q4 2023 Feb 12, 2024	SELL	$26.48 - $33.23 $87,357 - $109,625	-3,299 Reduced 6.32%	48,935 $1.6 Million
Q3 2023 Nov 14, 2023	SELL	$27.7 - $30.38 $35,539 - $38,977	-1,283 Reduced 2.4%	52,234 $1.47 Million
Q2 2023 Aug 11, 2023	SELL	$24.91 - $28.31 $11,707 - $13,305	-470 Reduced 0.87%	53,517 $1.52 Million
Q1 2023 May 15, 2023	BUY	$25.54 - $29.71 $55,702 - $64,797	2,181 Added 4.21%	53,987 $1.44 Million
Q4 2022 Feb 14, 2023	BUY	$23.78 - $27.72 $110,529 - $128,842	4,648 Added 9.86%	51,806 $1.35 Million
Q3 2022 Nov 09, 2022	SELL	$23.0 - $27.75 $96,623 - $116,577	-4,201 Reduced 8.18%	47,158 $1.09 Million
Q2 2022 Jul 19, 2022	BUY	$23.62 - $28.23 $45,137 - $53,947	1,911 Added 3.86%	51,359 $1.23 Million
Q1 2022 May 03, 2022	SELL	$27.17 - $30.89 $2,526 - $2,872	-93 Reduced 0.19%	49,448 $1.38 Million
Q4 2021 Jan 31, 2022	BUY	$28.58 - $30.81 $1.42 Million - $1.53 Million	49,541 New	49,541 $1.5 Million

Others Institutions Holding SDVY

# of Institutions

503

Shares Held

187M

Call Options Held

10.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Harvest Investment Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History