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

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 184,977 shares of SDVY stock, worth $6.8 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
184,977
Previous 176,088 5.05%
Holding current value
$6.8 Million
Previous $6.41 Million 3.51%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Jan 22, 2025
BUY
$35.45 - $40.33 $315,115 - $358,493
8,889 Added 5.05%
184,977 $6.63 Million
Q3 2024

Oct 21, 2024
BUY
$32.65 - $36.69 $3.59 Million - $4.03 Million
109,942 Added 166.21%
176,088 $6.41 Million
Q2 2024

Aug 02, 2024
SELL
$32.33 - $34.91 $102,324 - $110,490
-3,165 Reduced 4.57%
66,146 $2.21 Million
Q1 2024

May 13, 2024
BUY
$31.21 - $34.82 $1.21 Million - $1.35 Million
38,645 Added 126.02%
69,311 $2.41 Million
Q4 2023

Feb 08, 2024
BUY
$26.48 - $33.23 $367,542 - $461,232
13,880 Added 82.69%
30,666 $1 Million
Q3 2023

Oct 05, 2023
BUY
$27.7 - $30.38 $92,324 - $101,256
3,333 Added 24.78%
16,786 $473,000
Q2 2023

Jul 19, 2023
BUY
$24.91 - $28.31 $98,020 - $111,399
3,935 Added 41.34%
13,453 $380,000
Q1 2023

Apr 25, 2023
SELL
$25.54 - $29.71 $574,215 - $667,969
-22,483 Reduced 70.26%
9,518 $253,000
Q4 2022

Jan 11, 2023
SELL
$23.78 - $27.72 $163,344 - $190,408
-6,869 Reduced 17.67%
32,001 $0
Q3 2022

Oct 19, 2022
SELL
$23.0 - $27.75 $146,326 - $176,545
-6,362 Reduced 14.07%
38,870 $899,000
Q2 2022

Jul 08, 2022
BUY
$23.62 - $28.23 $1.07 Million - $1.28 Million
45,232 New
45,232 $1.09 Million

Others Institutions Holding SDVY

# of Institutions
457
Shares Held
153M
Call Options Held
6.7K
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
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