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

Capital Investment Advisors, LLC

  • $4.81 Billion
  • Q4 2024

A detailed history of Capital Investment Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 3,510,050 shares of SDVY stock, worth $119 Million. This represents 2.62% of its overall portfolio holdings.

Number of Shares
3,510,050
Previous 3,242,678 8.25%
Holding current value
$119 Million
Previous $118 Million 6.67%
% of portfolio
2.62%
Previous 2.46%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$35.45 - $40.33 $9.48 Million - $10.8 Million
267,372 Added 8.25%
3,510,050 $126 Million
Q3 2024

Oct 17, 2024
BUY
$32.65 - $36.69 $7.67 Million - $8.62 Million
234,870 Added 7.81%
3,242,678 $118 Million
Q2 2024

Jul 12, 2024
BUY
$32.33 - $34.91 $97 Million - $105 Million
3,000,057 Added 38705.42%
3,007,808 $100 Million
Q1 2024

Apr 15, 2024
BUY
$31.21 - $34.82 $241,908 - $269,889
7,751 New
7,751 $269,000

Others Institutions Holding SDVY

# of Institutions
507
Shares Held
173M
Call Options Held
4K
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
Track This Portfolio

Track Capital Investment Advisors, LLC Portfolio

Follow Capital Investment Advisors, 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 Capital Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email