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

Regal Investment Advisors LLC

  • $1.43 Billion
  • Q1 2024

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 18,533 shares of SDVY stock, worth $613,071. This represents 0.05% of its overall portfolio holdings.

Number of Shares
18,533
Previous 24,964 25.76%
Holding current value
$613,071
Previous $818,000 21.15%
% of portfolio
0.05%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$25.42 - $27.72 $169,068 - $184,365
-6,651 Reduced 2.18%
299,113 $7.79 Million
Q3 2022

Nov 15, 2022
SELL
$23.34 - $27.75 $1.16 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
308
Shares Held
90.1M
Call Options Held
4K
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
Track This Portfolio

Track Regal Investment Advisors LLC Portfolio

Follow Regal Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Regal Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regal Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email