Daymark Wealth Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Daymark Wealth Partners, LLC

$2.5 Billion
Q2 2025

A detailed history of Daymark Wealth Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 197,707 shares of SDVY stock, worth $7.18 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

197,707

Previous 377,680 47.65%

Holding current value

$7.18 Million

Previous $12.7 Million 44.87%

% of portfolio

0.28%

Previous 0.57%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$29.52 - $35.31 $5.31 Million - $6.35 Million	-179,973 Reduced 47.65%	197,707 $6.98 Million
Q1 2025 Apr 14, 2025	SELL	$32.49 - $37.99 $785,218 - $918,142	-24,168 Reduced 6.01%	377,680 $12.6 Million
Q4 2024 Jan 17, 2025	BUY	$35.45 - $40.33 $7.87 Million - $8.95 Million	221,992 Added 123.43%	401,848 $14.4 Million
Q3 2024 Oct 08, 2024	BUY	$32.65 - $36.69 $548,454 - $616,318	16,798 Added 10.3%	179,856 $6.54 Million
Q2 2024 Aug 14, 2024	BUY	$32.33 - $34.91 $4.65 Million - $5.02 Million	143,736 Added 743.9%	163,058 $5.44 Million
Q1 2024 Apr 10, 2024	BUY	$31.21 - $34.82 $315,064 - $351,507	10,095 Added 109.41%	19,322 $672,000
Q4 2023 Jan 09, 2024	BUY	$26.48 - $33.23 $244,330 - $306,613	9,227 New	9,227 $302,000

Others Institutions Holding SDVY

# of Institutions

488

Shares Held

188M

Call Options Held

10.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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Daymark Wealth Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History