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

Independent Advisor Alliance

$7.25 Billion
Q4 2024

A detailed history of Independent Advisor Alliance transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Independent Advisor Alliance holds 1,414,753 shares of SDVY stock, worth $50.5 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

1,414,753

Holding current value

$50.5 Million

% of portfolio

0.7%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$35.45 - $40.33 $50.2 Million - $57.1 Million	1,414,753 New	1,414,753 $50.7 Million
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

505

Shares Held

173M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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