Mutual Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Mutual Advisors, LLC

$3.06 Billion
Q1 2024

A detailed history of Mutual Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Mutual Advisors, LLC holds 46,995 shares of SDVY stock, worth $1.55 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

46,995

Previous 9,721 383.44%

Holding current value

$1.55 Million

Previous $318,000 414.47%

% of portfolio

0.05%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$31.21 - $34.82 $1.16 Million - $1.3 Million	37,274 Added 383.44%	46,995 $1.64 Million
Q4 2023 Jan 12, 2024	BUY	$26.48 - $33.23 $317 - $398	12 Added 0.12%	9,721 $318,000
Q3 2023 Nov 13, 2023	BUY	$27.7 - $30.38 $3,850 - $4,222	139 Added 1.45%	9,709 $274,000
Q2 2023 Jul 31, 2023	SELL	$24.91 - $28.31 $54,303 - $61,715	-2,180 Reduced 18.55%	9,570 $270,000
Q1 2023 Apr 11, 2023	SELL	$25.54 - $29.71 $28,221 - $32,829	-1,105 Reduced 8.6%	11,750 $313,000

Q4 2022 Jan 12, 2023	BUY	$25.42 - $27.72 $31,571 - $34,428	1,242 Added 10.69%	12,855 $0
Q3 2022 Nov 03, 2022	BUY	$23.34 - $27.75 $2,520 - $2,997	108 Added 0.94%	11,613 $269,000
Q2 2022 Aug 15, 2022	SELL	$23.62 - $28.23 $2,858 - $3,415	-121 Reduced 1.04%	11,505 $275,000
Q1 2022 May 09, 2022	BUY	$27.17 - $30.89 $83,330 - $94,739	3,067 Added 35.83%	11,626 $324,000
Q4 2021 Feb 14, 2022	BUY	$28.58 - $30.81 $244,616 - $263,702	8,559 New	8,559 $259,000

Others Institutions Holding SDVY

# of Institutions

308

Shares Held

90.1M

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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Mutual Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History