Key Client Fiduciary Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Key Client Fiduciary Advisors, LLC

$182 Million
Q2 2024

A detailed history of Key Client Fiduciary Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 20,152 shares of SDVY stock, worth $724,665. This represents 0.37% of its overall portfolio holdings.

Number of Shares

20,152

Previous 14,228 41.64%

Holding current value

$724,665

Previous $495,000 35.76%

% of portfolio

0.37%

Previous 0.29%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	BUY	$32.33 - $34.91 $191,522 - $206,806	5,924 Added 41.64%	20,152 $672,000
Q1 2024 Apr 15, 2024	BUY	$31.21 - $34.82 $95,658 - $106,723	3,065 Added 27.46%	14,228 $495,000
Q4 2023 Jan 09, 2024	SELL	$26.48 - $33.23 $37,072 - $46,521	-1,400 Reduced 11.14%	11,163 $365,000
Q3 2023 Nov 14, 2023	SELL	$27.7 - $30.38 $47,090 - $51,646	-1,700 Reduced 11.92%	12,563 $354,000
Q2 2023 Jul 13, 2023	SELL	$24.91 - $28.31 $41,475 - $47,136	-1,665 Reduced 10.45%	14,263 $403,000
Q1 2023 Apr 25, 2023	SELL	$25.54 - $29.71 $73,299 - $85,267	-2,870 Reduced 15.27%	15,928 $424,000
Q4 2022 Jan 17, 2023	BUY	$23.78 - $27.72 $1,902 - $2,217	80 Added 0.43%	18,798 $0
Q3 2022 Oct 12, 2022	SELL	$23.0 - $27.75 $5,520 - $6,660	-240 Reduced 1.27%	18,718 $433,000
Q2 2022 Jul 19, 2022	BUY	$23.62 - $28.23 $93,771 - $112,073	3,970 Added 26.49%	18,958 $453,000
Q1 2022 Apr 18, 2022	BUY	$27.17 - $30.89 $407,223 - $462,979	14,988 New	14,988 $418,000

Others Institutions Holding SDVY

# of Institutions

341

Shares Held

110M

Call Options Held

Put Options Held

1.1K

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Key Client Fiduciary Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History