A detailed history of Signal Point Asset Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Signal Point Asset Management, LLC holds 86,830 shares of SDVY stock, worth $2.87 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
86,830
Previous 133,773 35.09%
Holding current value
$2.87 Million
Previous $4.38 Million 31.03%
% of portfolio
0.92%
Previous 1.29%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024

SELL
$31.21 - $34.82 $1.47 Million - $1.63 Million
-46,943 Reduced 35.09%
86,830 $3.02 Million
Q4 2023

Jan 17, 2024

SELL
$26.48 - $33.23 $168,121 - $210,977
-6,349 Reduced 4.53%
133,773 $4.38 Million
Q3 2023

Oct 13, 2023

BUY
$27.7 - $30.38 $917,922 - $1.01 Million
33,138 Added 30.97%
140,122 $3.96 Million
Q2 2023

Jul 12, 2023

SELL
$24.91 - $28.31 $50,891 - $57,837
-2,043 Reduced 1.87%
106,984 $3.03 Million
Q1 2023

Apr 14, 2023

BUY
$25.54 - $29.71 $1.12 Million - $1.3 Million
43,744 Added 67.01%
109,027 $2.91 Million
Q4 2022

Jan 26, 2023

BUY
$25.42 - $27.72 $164,747 - $179,653
6,481 Added 11.02%
65,283 $0
Q3 2022

Oct 27, 2022

BUY
$23.34 - $27.75 $79,122 - $94,072
3,390 Added 6.12%
58,802 $1.36 Million
Q2 2022

Jul 25, 2022

BUY
$23.62 - $28.23 $56,239 - $67,215
2,381 Added 4.49%
55,412 $1.32 Million
Q1 2022

May 09, 2022

BUY
$27.17 - $30.89 $1.44 Million - $1.64 Million
53,031 New
53,031 $1.48 Million

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
Track This Portfolio

Track Signal Point Asset Management, LLC Portfolio

Follow Signal Point Asset Management, 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 Signal Point Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signal Point Asset Management, LLC with notifications on news.