Ifp Advisors, Inc First Tr ETF Vi Smid Cap Risin Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

A detailed history of Ifp Advisors, Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Ifp Advisors, Inc holds 19,966 shares of SDVY stock, worth $748,725. This represents 0.02% of its overall portfolio holdings.

Number of Shares

19,966

Previous 29,860 33.13%

Holding current value

$748,725

Previous $1 Million 29.6%

% of portfolio

0.02%

Previous 0.03%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$29.52 - $35.31 $292,070 - $349,357	-9,894 Reduced 33.13%	19,966 $704,000
Q1 2025 May 05, 2025	SELL	$32.49 - $37.99 $1.99 Million - $2.33 Million	-61,305 Reduced 67.25%	29,860 $1 Million
Q4 2024 Feb 04, 2025	BUY	$35.45 - $40.33 $912,660 - $1.04 Million	25,745 Added 39.35%	91,165 $3.27 Million
Q3 2024 Feb 04, 2025	BUY	$32.65 - $36.69 $436,595 - $490,618	13,372 Added 25.69%	65,420 $2.38 Million
Q2 2024 Jul 30, 2024	SELL	$32.33 - $34.91 $66,761 - $72,089	-2,065 Reduced 3.82%	52,048 $1.74 Million
Q1 2024 Jul 30, 2024	SELL	$31.21 - $34.82 $263,349 - $293,811	-8,438 Reduced 13.49%	54,113 $1.88 Million
Q4 2023 Jan 09, 2024	BUY	$26.48 - $33.23 $415,550 - $521,478	15,693 Added 33.49%	62,551 $2.05 Million
Q3 2023 Oct 12, 2023	BUY	$27.7 - $30.38 $449,598 - $493,097	16,231 Added 53.0%	46,858 $1.32 Million
Q2 2023 Aug 04, 2023	SELL	$24.91 - $28.31 $40,030 - $45,494	-1,607 Reduced 4.99%	30,627 $867,000
Q1 2023 Apr 18, 2023	SELL	$25.54 - $29.71 $1.16 Million - $1.35 Million	-45,546 Reduced 58.56%	32,234 $859,000
Q4 2022 Feb 07, 2023	BUY	$23.78 - $27.72 $61,756 - $71,988	2,597 Added 3.45%	77,780 $1.65 Million
Q3 2022 Nov 08, 2022	BUY	$23.0 - $27.75 $26,864 - $32,412	1,168 Added 1.58%	75,183 $1.59 Million
Q2 2022 Sep 06, 2022	BUY	$23.62 - $28.23 $1.35 Million - $1.62 Million	57,219 Added 340.67%	74,015 $1.56 Million
Q2 2022 Aug 12, 2022	SELL	$23.62 - $28.23 $1.35 Million - $1.62 Million	-57,219 Reduced 77.31%	16,796 $353,000
Q1 2022 Sep 06, 2022	BUY	$27.17 - $30.89 $1.27 Million - $1.45 Million	46,880 Added 172.77%	74,015 $2.06 Million
Q1 2022 Aug 08, 2022	BUY	$27.17 - $30.89 $737,257 - $838,200	27,135 New	27,135 $756,000
Q3 2021 Oct 06, 2021	SELL	$27.62 - $30.12 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$28.0 - $30.39 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$23.74 - $28.92 $0 - $0	0 New	0 $0

Others Institutions Holding SDVY

# of Institutions

496

Shares Held

186M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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