Ifg Advisory, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Ifg Advisory, LLC

$1.75 Billion
Q4 2024

A detailed history of Ifg Advisory, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Ifg Advisory, LLC holds 144,860 shares of SDVY stock, worth $4.78 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

144,860

Previous 132,623 9.23%

Holding current value

$4.78 Million

Previous $4.82 Million 7.65%

% of portfolio

0.3%

Previous 0.31%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$35.45 - $40.33 $433,801 - $493,518	12,237 Added 9.23%	144,860 $5.19 Million
Q3 2024 Oct 30, 2024	BUY	$32.65 - $36.69 $2.41 Million - $2.71 Million	73,806 Added 125.48%	132,623 $4.82 Million
Q2 2024 Jul 30, 2024	BUY	$32.33 - $34.91 $210,500 - $227,299	6,511 Added 12.45%	58,817 $1.96 Million
Q1 2024 May 06, 2024	BUY	$31.21 - $34.82 $29,524 - $32,939	946 Added 1.84%	52,306 $1.82 Million
Q4 2023 Jan 17, 2024	SELL	$26.48 - $33.23 $66,491 - $83,440	-2,511 Reduced 4.66%	51,360 $1.68 Million
Q3 2023 Nov 13, 2023	SELL	$27.7 - $30.38 $24,625 - $27,007	-889 Reduced 1.62%	53,871 $1.52 Million
Q2 2023 Jul 21, 2023	SELL	$24.91 - $28.31 $42,396 - $48,183	-1,702 Reduced 3.01%	54,760 $1.55 Million
Q1 2023 Apr 26, 2023	BUY	$25.54 - $29.71 $90,871 - $105,708	3,558 Added 6.73%	56,462 $1.5 Million
Q4 2022 Jan 31, 2023	BUY	$23.78 - $27.72 $539,568 - $628,966	22,690 Added 75.1%	52,904 $1.38 Million
Q3 2022 Oct 28, 2022	SELL	$23.0 - $27.75 $90,459 - $109,140	-3,933 Reduced 11.52%	30,214 $698,000
Q2 2022 Aug 04, 2022	BUY	$23.62 - $28.23 $6,235 - $7,452	264 Added 0.78%	34,147 $815,000
Q1 2022 May 04, 2022	BUY	$27.17 - $30.89 $920,601 - $1.05 Million	33,883 New	33,883 $944,000

Others Institutions Holding SDVY

# of Institutions

509

Shares Held

173M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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