Capital Analysts, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Capital Analysts, LLC

$2.45 Billion
Q3 2024

A detailed history of Capital Analysts, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Capital Analysts, LLC holds 15,650 shares of SDVY stock, worth $591,570. This represents 0.02% of its overall portfolio holdings.

Number of Shares

15,650

Previous 15,669 0.12%

Holding current value

$591,570

Previous $523,000 8.8%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$32.65 - $36.69 $620 - $697	-19 Reduced 0.12%	15,650 $569,000
Q2 2024 Aug 14, 2024	BUY	$32.33 - $34.91 $282,531 - $305,078	8,739 Added 126.1%	15,669 $523,000
Q1 2024 May 14, 2024	SELL	$31.21 - $34.82 $75,122 - $83,811	-2,407 Reduced 25.78%	6,930 $241,000
Q4 2023 Jan 30, 2024	SELL	$26.48 - $33.23 $12,154 - $15,252	-459 Reduced 4.69%	9,337 $306,000
Q3 2023 Nov 13, 2023	BUY	$27.7 - $30.38 $32,935 - $36,121	1,189 Added 13.81%	9,796 $277,000
Q2 2023 Aug 11, 2023	SELL	$24.91 - $28.31 $7,298 - $8,294	-293 Reduced 3.29%	8,607 $244,000
Q1 2023 May 05, 2023	SELL	$25.54 - $29.71 $8,351 - $9,715	-327 Reduced 3.54%	8,900 $237,000
Q4 2022 Feb 08, 2023	BUY	$23.78 - $27.72 $77,237 - $90,034	3,248 Added 54.32%	9,227 $240,000
Q3 2022 Nov 14, 2022	BUY	$23.0 - $27.75 $69,276 - $83,583	3,012 Added 101.52%	5,979 $138,000
Q2 2022 Aug 12, 2022	BUY	$23.62 - $28.23 $33,044 - $39,493	1,399 Added 89.22%	2,967 $71,000
Q1 2022 May 12, 2022	BUY	$27.17 - $30.89 $42,602 - $48,435	1,568 New	1,568 $44,000

Others Institutions Holding SDVY

# of Institutions

426

Shares Held

136M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Capital Analysts, LLC First Tr ETF Vi Smid Cap Risin Transaction History