River Tree Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

River Tree Advisors, LLC

$138 Million
Q3 2024

A detailed history of River Tree Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, River Tree Advisors, LLC holds 154,674 shares of SDVY stock, worth $5.56 Million. This represents 4.09% of its overall portfolio holdings.

Number of Shares

154,674

Previous 167,205 7.49%

Holding current value

$5.56 Million

Previous $5.58 Million 0.82%

% of portfolio

4.09%

Previous 4.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$32.65 - $36.69 $409,137 - $459,762	-12,531 Reduced 7.49%	154,674 $5.63 Million
Q2 2024 Jul 22, 2024	SELL	$32.33 - $34.91 $339,820 - $366,939	-10,511 Reduced 5.91%	167,205 $5.58 Million
Q1 2024 Apr 15, 2024	BUY	$31.21 - $34.82 $147,904 - $165,011	4,739 Added 2.74%	177,716 $6.19 Million
Q4 2023 Jan 24, 2024	BUY	$26.48 - $33.23 $4.58 Million - $5.75 Million	172,977 New	172,977 $5.67 Million
Q2 2022 Aug 12, 2022	SELL	$23.62 - $28.23 $125,965 - $150,550	-5,333 Reduced 1.82%	287,177 $6.86 Million
Q1 2022 Apr 25, 2022	BUY	$27.17 - $30.89 $892,344 - $1.01 Million	32,843 Added 12.65%	292,510 $8.15 Million
Q4 2021 Jan 18, 2022	BUY	$28.58 - $30.81 $22,892 - $24,678	801 Added 0.31%	259,667 $7.87 Million
Q3 2021 Oct 28, 2021	BUY	$27.62 - $30.12 $413,001 - $450,384	14,953 Added 6.13%	258,866 $7.32 Million
Q2 2021 Aug 10, 2021	BUY	$28.0 - $30.39 $6.83 Million - $7.41 Million	243,913 New	243,913 $7.1 Million

Others Institutions Holding SDVY

# of Institutions

404

Shares Held

133M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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River Tree Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History