Coppell Advisory Solutions LLC First Tr ETF Vi Smid Cap Risin Transaction History

Coppell Advisory Solutions LLC

$716 Billion
Q4 2024

A detailed history of Coppell Advisory Solutions LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 5,669 shares of SDVY stock, worth $190,478. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,669

Previous 3,738 51.66%

Holding current value

$190,478

Previous $136 Million 49.44%

% of portfolio

0.03%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$35.45 - $40.33 $68,453 - $77,877	1,931 Added 51.66%	5,669 $202 Million
Q3 2024 Nov 14, 2024	SELL	$32.65 - $36.69 $678,989 - $763,005	-20,796 Reduced 84.76%	3,738 $136 Million
Q2 2024 Aug 15, 2024	BUY	$32.33 - $34.91 $792,602 - $855,853	24,516 Added 136200.0%	24,534 $819 Million
Q4 2023 Feb 14, 2024	SELL	$26.48 - $33.23 $64,955 - $81,513	-2,453 Reduced 99.27%	18 $590,000
Q3 2023 Nov 14, 2023	BUY	$27.7 - $30.38 $67,948 - $74,522	2,453 Added 13627.78%	2,471 $64.4 Million
Q2 2023 Aug 17, 2023	BUY	$24.91 - $28.31 $448 - $509	18 New	18 $508,000
Q1 2023 May 19, 2023	SELL	$25.54 - $29.71 $63,109 - $73,413	-2,471 Closed	0 $0
Q4 2022 May 19, 2023	BUY	$23.78 - $27.72 $58,760 - $68,496	2,471 New	2,471 $64.4 Million

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

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Coppell Advisory Solutions LLC First Tr ETF Vi Smid Cap Risin Transaction History