A detailed history of Wintrust Investments LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Wintrust Investments LLC holds 18,551 shares of SDVY stock, worth $721,819. This represents 0.55% of its overall portfolio holdings.

Number of Shares
18,551
Previous 179,530 89.67%
Holding current value
$721,819
Previous $5.99 Million 88.75%
% of portfolio
0.55%
Previous 0.54%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$32.65 - $36.69 $5.26 Million - $5.91 Million
-160,979 Reduced 89.67%
18,551 $674,000
Q2 2024

Aug 13, 2024

BUY
$32.33 - $34.91 $109,016 - $117,716
3,372 Added 1.91%
179,530 $5.99 Million
Q1 2024

May 09, 2024

BUY
$31.21 - $34.82 $711,900 - $794,244
22,810 Added 14.87%
176,158 $6.13 Million
Q4 2023

Feb 12, 2024

BUY
$26.48 - $33.23 $174,662 - $219,185
6,596 Added 4.49%
153,348 $5.03 Million
Q3 2023

Nov 13, 2023

BUY
$27.7 - $30.38 $3.45 Million - $3.78 Million
124,493 Added 559.29%
146,752 $4.14 Million
Q2 2023

Aug 10, 2023

SELL
$24.91 - $28.31 $51,837 - $58,913
-2,081 Reduced 8.55%
22,259 $630,000
Q1 2023

May 09, 2023

SELL
$25.54 - $29.71 $57,975 - $67,441
-2,270 Reduced 8.53%
24,340 $648,000
Q4 2022

Feb 13, 2023

SELL
$23.78 - $27.72 $1.76 Million - $2.05 Million
-73,870 Reduced 73.52%
26,610 $693,000
Q3 2022

Nov 08, 2022

SELL
$23.0 - $27.75 $1.04 Million - $1.25 Million
-45,027 Reduced 30.94%
100,480 $2.32 Million
Q2 2022

Aug 15, 2022

SELL
$23.62 - $28.23 $66,915 - $79,975
-2,833 Reduced 1.91%
145,507 $3.48 Million
Q1 2022

May 11, 2022

BUY
$27.17 - $30.89 $3.73 Million - $4.24 Million
137,340 Added 1248.55%
148,340 $4.13 Million
Q4 2021

Feb 04, 2022

BUY
$28.58 - $30.81 $314,380 - $338,910
11,000 New
11,000 $333,000

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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