Raymond James Financial Services Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Raymond James Financial Services Advisors, Inc.

$73.5 Billion
Q3 2024

A detailed history of Raymond James Financial Services Advisors, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Raymond James Financial Services Advisors, Inc. holds 4,230,399 shares of SDVY stock, worth $158 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

4,230,399

Previous 3,266,343 29.51%

Holding current value

$158 Million

Previous $109 Million 41.15%

% of portfolio

0.21%

Previous 0.16%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$32.65 - $36.69 $31.5 Million - $35.4 Million	964,056 Added 29.51%	4,230,399 $154 Million
Q2 2024 Jul 19, 2024	BUY	$32.33 - $34.91 $27 Million - $29.2 Million	835,904 Added 34.39%	3,266,343 $109 Million
Q1 2024 Apr 22, 2024	BUY	$31.21 - $34.82 $26.6 Million - $29.7 Million	853,848 Added 54.16%	2,430,439 $84.6 Million
Q4 2023 Jan 16, 2024	BUY	$26.48 - $33.23 $10.6 Million - $13.3 Million	399,680 Added 33.96%	1,576,591 $51.7 Million
Q3 2023 Oct 24, 2023	BUY	$27.7 - $30.38 $202,016 - $221,561	7,293 Added 0.62%	1,176,911 $33.2 Million
Q2 2023 Jul 25, 2023	SELL	$24.91 - $28.31 $2.42 Million - $2.75 Million	-97,299 Reduced 7.68%	1,169,618 $33.1 Million
Q1 2023 Apr 14, 2023	SELL	$25.54 - $29.71 $3.28 Million - $3.81 Million	-128,400 Reduced 9.2%	1,266,917 $33.8 Million
Q4 2022 Feb 08, 2023	BUY	$23.78 - $27.72 $7.95 Million - $9.27 Million	334,472 Added 31.53%	1,395,317 $36.3 Million
Q3 2022 Oct 25, 2022	SELL	$23.0 - $27.75 $467,199 - $563,685	-20,313 Reduced 1.88%	1,060,845 $24.5 Million
Q2 2022 Aug 12, 2022	BUY	$23.62 - $28.23 $7.21 Million - $8.62 Million	305,202 Added 39.33%	1,081,158 $25.8 Million
Q1 2022 May 11, 2022	BUY	$27.17 - $30.89 $11.9 Million - $13.5 Million	437,948 Added 129.57%	775,956 $21.6 Million
Q4 2021 Feb 08, 2022	BUY	$28.58 - $30.81 $2.57 Million - $2.77 Million	89,987 Added 36.28%	338,008 $10.2 Million
Q3 2021 Nov 02, 2021	BUY	$27.62 - $30.12 $1.73 Million - $1.88 Million	62,479 Added 33.67%	248,021 $7.01 Million
Q2 2021 Aug 11, 2021	BUY	$28.0 - $30.39 $5.2 Million - $5.64 Million	185,542 New	185,542 $5.4 Million

Others Institutions Holding SDVY

# of Institutions

501

Shares Held

187M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

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Raymond James Financial Services Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History