Clear Point Advisors Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Clear Point Advisors Inc.

$119 Billion
Q2 2025

A detailed history of Clear Point Advisors Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Clear Point Advisors Inc. holds 17,714 shares of SDVY stock, worth $670,297. This represents 0.53% of its overall portfolio holdings.

Number of Shares

17,714

Previous 17,871 0.88%

Holding current value

$670,297

Previous $599 Million 4.39%

% of portfolio

0.53%

Previous 0.54%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$29.52 - $35.31 $4,634 - $5,543	-157 Reduced 0.88%	17,714 $625 Million
Q1 2025 Apr 21, 2025	SELL	$32.49 - $37.99 $1,007 - $1,177	-31 Reduced 0.17%	17,871 $599 Million
Q4 2024 Jan 31, 2025	BUY	$35.45 - $40.33 $212 - $241	6 Added 0.03%	17,902 $642 Million
Q3 2024 Nov 08, 2024	BUY	$32.65 - $36.69 $97 - $110	3 Added 0.02%	17,896 $651 Million
Q2 2024 Aug 14, 2024	BUY	$32.33 - $34.91 $193 - $209	6 Added 0.03%	17,893 $597 Million
Q1 2024 May 15, 2024	SELL	$31.21 - $34.82 $54,523 - $60,830	-1,747 Reduced 8.9%	17,887 $623 Million
Q4 2023 May 15, 2024	BUY	$26.48 - $33.23 $519,908 - $652,437	19,634 New	19,634 $643 Million

Others Institutions Holding SDVY

# of Institutions

493

Shares Held

185M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Point Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Clear Point Advisors Inc. with notifications on news.

Account

Clear Point Advisors Inc. First Tr ETF Vi Smid Cap Risin Transaction History