Regal Investment Advisors LLC First Tr ETF Vi Smid Cap Risin Transaction History

Regal Investment Advisors LLC

  • $1.46 Billion
  • Q3 2025

A detailed history of Regal Investment Advisors LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Regal Investment Advisors LLC holds 69,243 shares of SDVY stock, worth $2.6 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
69,243
Previous 33,632 105.88%
Holding current value
$2.6 Million
Previous $1.19 Million 121.92%
% of portfolio
0.18%
Previous 0.09%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$35.42 - $38.65 $1.26 Million - $1.38 Million
35,611 Added 105.88%
69,243 $2.63 Million
Q2 2025

Aug 11, 2025
BUY
$29.52 - $35.31 $318,373 - $380,818
10,785 Added 47.21%
33,632 $1.19 Million
Q1 2025

May 12, 2025
SELL
$32.49 - $37.99 $32,587 - $38,103
-1,003 Reduced 4.21%
22,847 $765,000
Q4 2024

Feb 13, 2025
BUY
$35.45 - $40.33 $337,873 - $384,385
9,531 Added 66.56%
23,850 $855,000
Q3 2024

Nov 12, 2024
SELL
$32.65 - $36.69 $76,172 - $85,597
-2,333 Reduced 14.01%
14,319 $520,000
Q2 2024

Aug 14, 2024
SELL
$32.33 - $34.91 $60,812 - $65,665
-1,881 Reduced 10.15%
16,652 $555,000
Q1 2024

May 15, 2024
SELL
$31.21 - $34.82 $200,711 - $223,927
-6,431 Reduced 25.76%
18,533 $645,000
Q4 2023

Feb 14, 2024
SELL
$26.48 - $33.23 $68,186 - $85,567
-2,575 Reduced 9.35%
24,964 $818,000
Q3 2023

Nov 13, 2023
SELL
$27.7 - $30.38 $4.68 Million - $5.14 Million
-169,070 Reduced 85.99%
27,539 $777,000
Q2 2023

Aug 11, 2023
BUY
$24.91 - $28.31 $74,954 - $85,184
3,009 Added 1.55%
196,609 $5.57 Million
Q1 2023

May 11, 2023
SELL
$25.54 - $29.71 $2.69 Million - $3.13 Million
-105,513 Reduced 35.28%
193,600 $5.16 Million
Q4 2022

Mar 01, 2023
SELL
$23.78 - $27.72 $158,160 - $184,365
-6,651 Reduced 2.18%
299,113 $7.79 Million
Q3 2022

Nov 15, 2022
SELL
$23.0 - $27.75 $1.15 Million - $1.38 Million
-49,836 Reduced 14.01%
305,764 $7.07 Million
Q2 2022

Aug 09, 2022
BUY
$23.62 - $28.23 $560,101 - $669,417
23,713 Added 7.14%
355,600 $8.49 Million
Q1 2022

May 09, 2022
BUY
$27.17 - $30.89 $9.02 Million - $10.3 Million
331,887 New
331,887 $9.25 Million

Others Institutions Holding SDVY

# of Institutions
515
Shares Held
191M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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