Farther Finance Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Farther Finance Advisors, LLC

$2.77 Trillion
Q4 2024

A detailed history of Farther Finance Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 67,744 shares of SDVY stock, worth $2.32 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

67,744

Previous 35,484 90.91%

Holding current value

$2.32 Million

Previous $1.29 Billion 88.13%

% of portfolio

0.09%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$35.45 - $40.33 $1.14 Million - $1.3 Million	32,260 Added 90.91%	67,744 $2.43 Billion
Q3 2024 Oct 28, 2024	BUY	$32.65 - $36.69 $841,847 - $946,014	25,784 Added 265.81%	35,484 $1.29 Billion
Q2 2024 Jul 31, 2024	SELL	$32.33 - $34.91 $97,054 - $104,799	-3,002 Reduced 23.63%	9,700 $320 Million
Q1 2024 May 13, 2024	BUY	$31.21 - $34.82 $318,404 - $355,233	10,202 Added 408.08%	12,702 $439 Million
Q4 2023 Feb 14, 2024	BUY	$26.48 - $33.23 $91,303 - $114,577	3,448 Added 38.64%	12,372 $405 Million
Q3 2023 Nov 13, 2023	BUY	$27.7 - $30.38 $177,944 - $195,161	6,424 Added 256.96%	8,924 $252 Million
Q1 2023 May 13, 2024	SELL	$25.54 - $29.71 $252,130 - $293,297	-9,872 Reduced 79.79%	2,500 $66.6 Million
Q4 2022 Sep 11, 2023	BUY	$23.78 - $27.72 $59,450 - $69,300	2,500 New	2,500 $65.1 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

Ticker SDVY
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Farther Finance Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History