J.W. Cole Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

J.W. Cole Advisors, Inc.

$2.42 Billion
Q4 2024

A detailed history of J.W. Cole Advisors, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 177,456 shares of SDVY stock, worth $5.93 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

177,456

Previous 204,658 13.29%

Holding current value

$5.93 Million

Previous $7.45 Million 14.56%

% of portfolio

0.26%

Previous 0.32%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$35.45 - $40.33 $964,310 - $1.1 Million	-27,202 Reduced 13.29%	177,456 $6.36 Million
Q3 2024 Oct 24, 2024	BUY	$32.65 - $36.69 $630,928 - $708,997	19,324 Added 10.43%	204,658 $7.45 Million
Q2 2024 Aug 08, 2024	BUY	$32.33 - $34.91 $1.19 Million - $1.29 Million	36,942 Added 24.89%	185,334 $6.19 Million
Q1 2024 Apr 30, 2024	BUY	$31.21 - $34.82 $661,964 - $738,532	21,210 Added 16.68%	148,392 $5.17 Million
Q4 2023 Jan 31, 2024	BUY	$26.48 - $33.23 $1.73 Million - $2.17 Million	65,425 Added 105.94%	127,182 $4.17 Million
Q3 2023 Oct 24, 2023	BUY	$27.7 - $30.38 $48,419 - $53,104	1,748 Added 2.91%	61,757 $1.74 Million
Q2 2023 Jul 27, 2023	BUY	$24.91 - $28.31 $97,323 - $110,607	3,907 Added 6.96%	60,009 $1.7 Million
Q1 2023 May 03, 2023	BUY	$25.54 - $29.71 $1.43 Million - $1.67 Million	56,102 New	56,102 $1.5 Million
Q1 2022 May 16, 2022	BUY	$27.17 - $30.89 $4.16 Million - $4.73 Million	153,061 New	153,061 $6,000

Others Institutions Holding SDVY

# of Institutions

511

Shares Held

174M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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J.W. Cole Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History