Bright Financial Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Bright Financial Advisors, Inc.

$180 Billion
Q2 2025

A detailed history of Bright Financial Advisors, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Bright Financial Advisors, Inc. holds 128,081 shares of SDVY stock, worth $4.67 Million. This represents 2.51% of its overall portfolio holdings.

Number of Shares

128,081

Previous 125,141 2.35%

Holding current value

$4.67 Million

Previous $4.19 Billion 7.79%

% of portfolio

2.51%

Previous 2.57%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$29.52 - $35.31 $86,788 - $103,811	2,940 Added 2.35%	128,081 $4.52 Billion
Q1 2025 May 13, 2025	BUY	$32.49 - $37.99 $390,269 - $456,335	12,012 Added 10.62%	125,141 $4.19 Billion
Q4 2024 Jan 28, 2025	BUY	$35.45 - $40.33 $1.42 Million - $1.61 Million	39,920 Added 54.53%	113,129 $4.06 Billion
Q3 2024 Oct 10, 2024	BUY	$32.65 - $36.69 $842,859 - $947,152	25,815 Added 54.47%	73,209 $2.66 Billion
Q2 2024 Aug 12, 2024	BUY	$32.33 - $34.91 $607,771 - $656,273	18,799 Added 65.74%	47,394 $1.58 Billion
Q1 2024 May 09, 2024	BUY	$31.21 - $34.82 $892,449 - $995,677	28,595 New	28,595 $946 Million

Others Institutions Holding SDVY

# of Institutions

493

Shares Held

185M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Bright Financial Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History