Old Port Advisors First Tr ETF Vi Smid Cap Risin Transaction History

Old Port Advisors

$338 Billion
Q1 2025

A detailed history of Old Port Advisors transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Old Port Advisors holds 12,697 shares of SDVY stock, worth $441,093. This represents 0.13% of its overall portfolio holdings.

Number of Shares

12,697

Previous 12,822 0.97%

Holding current value

$441,093

Previous $460 Million 7.47%

% of portfolio

0.13%

Previous 0.13%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$32.49 - $37.99 $4,061 - $4,748	-125 Reduced 0.97%	12,697 $425 Million
Q4 2024 Jan 02, 2025	SELL	$35.45 - $40.33 $1,524 - $1,734	-43 Reduced 0.33%	12,822 $460 Million
Q2 2024 Jul 18, 2024	BUY	$32.33 - $34.91 $7,759 - $8,378	240 Added 1.9%	12,865 $429 Million
Q1 2024 Jun 26, 2024	SELL	$31.21 - $34.82 $59,954 - $66,889	-1,921 Reduced 13.21%	12,625 $440 Million
Q4 2023 Jun 26, 2024	SELL	$26.48 - $33.23 $3,177 - $3,987	-120 Reduced 0.82%	14,546 $477 Million
Q3 2023 Nov 14, 2023	SELL	$27.7 - $30.38 $1,662 - $1,822	-60 Reduced 0.41%	14,666 $414 Million
Q3 2022 Oct 13, 2022	SELL	$23.0 - $27.75 $27,393 - $33,050	-1,191 Reduced 7.48%	14,726 $363,000
Q2 2022 Jul 08, 2022	SELL	$23.62 - $28.23 $5,196 - $6,210	-220 Reduced 1.36%	15,917 $385,000
Q1 2022 Apr 12, 2022	SELL	$27.17 - $30.89 $9,047 - $10,286	-333 Reduced 2.02%	16,137 $449,000
Q4 2021 Jan 12, 2022	SELL	$28.58 - $30.81 $6,030 - $6,500	-211 Reduced 1.26%	16,470 $505,000
Q2 2020 Jul 08, 2020	BUY	$13.45 - $19.8 $27,653 - $40,708	2,056 Added 14.06%	16,681 $293,000
Q1 2020 Apr 17, 2020	BUY	$12.47 - $22.12 $182,373 - $323,505	14,625 New	14,625 $208,000

Others Institutions Holding SDVY

# of Institutions

502

Shares Held

187M

Call Options Held

10.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Old Port Advisors First Tr ETF Vi Smid Cap Risin Transaction History