Root Financial Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Root Financial Partners, LLC

$807 Billion
Q4 2024

A detailed history of Root Financial Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Root Financial Partners, LLC holds 39,297 shares of SDVY stock, worth $1.35 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

39,297

Previous 42,227 6.94%

Holding current value

$1.35 Million

Previous $1.54 Billion 8.29%

% of portfolio

0.17%

Previous 0.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	SELL	$35.45 - $40.33 $103,868 - $118,166	-2,930 Reduced 6.94%	39,297 $1.41 Billion
Q3 2024 Oct 31, 2024	SELL	$32.65 - $36.69 $91,681 - $103,025	-2,808 Reduced 6.24%	42,227 $1.54 Billion
Q2 2024 Aug 02, 2024	BUY	$32.33 - $34.91 $9,860 - $10,647	305 Added 0.68%	45,035 $1.5 Billion
Q1 2024 Apr 24, 2024	SELL	$31.21 - $34.82 $5,898 - $6,580	-189 Reduced 0.42%	44,730 $1.56 Billion
Q4 2023 Jan 29, 2024	BUY	$26.48 - $33.23 $71,469 - $89,687	2,699 Added 6.39%	44,919 $1.47 Billion
Q3 2023 Oct 19, 2023	BUY	$27.7 - $30.38 $21,162 - $23,210	764 Added 1.84%	42,220 $1.19 Billion
Q2 2023 Jul 26, 2023	SELL	$24.91 - $28.31 $119,866 - $136,227	-4,812 Reduced 10.4%	41,456 $1.17 Billion
Q1 2023 May 11, 2023	BUY	$25.54 - $29.71 $1.18 Million - $1.37 Million	46,268 New	46,268 $1.23 Billion

Others Institutions Holding SDVY

# of Institutions

511

Shares Held

174M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Root Financial Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History