Independent Advisor Alliance First Tr ETF Vi Smid Cap Risin Transaction History

Independent Advisor Alliance

$2.71 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$31.21 - $34.82 $46,471 - $51,846	1,489 Added 18.13%	9,701 $337,000
Q4 2023 Feb 08, 2024	BUY	$26.48 - $33.23 $217,453 - $272,884	8,212 New	8,212 $269,000
Q4 2022 Feb 13, 2023	SELL	$23.78 - $27.72 $6,682 - $7,789	-281 Reduced 2.42%	11,326 $295,000
Q3 2022 Nov 04, 2022	SELL	$23.0 - $27.75 $506 - $610	-22 Reduced 0.19%	11,607 $268,000
Q2 2022 Aug 04, 2022	SELL	$23.62 - $28.23 $5,857 - $7,001	-248 Reduced 2.09%	11,629 $278,000
Q1 2022 May 06, 2022	SELL	$27.17 - $30.89 $1.35 Million - $1.53 Million	-49,598 Reduced 80.68%	11,877 $331,000
Q4 2021 Feb 11, 2022	BUY	$28.58 - $30.81 $180,997 - $195,119	6,333 Added 11.48%	61,475 $1.86 Million
Q3 2021 Nov 01, 2021	BUY	$27.62 - $30.12 $141,165 - $153,943	5,111 Added 10.22%	55,142 $1.56 Million
Q2 2021 Aug 12, 2021	BUY	$28.0 - $30.39 $1.4 Million - $1.52 Million	50,031 New	50,031 $1.46 Million

Others Institutions Holding SDVY

# of Institutions

403

Shares Held

132M

Call Options Held

6.7K

Put Options Held

0

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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