Advance Capital Management, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Advance Capital Management, Inc.

  • $1.64 Billion
  • Q2 2025

A detailed history of Advance Capital Management, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Advance Capital Management, Inc. holds 9,024 shares of SDVY stock, worth $326,578. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,024
Previous 503,089 98.21%
Holding current value
$326,578
Previous $16.8 Million 98.11%
% of portfolio
0.02%
Previous 1.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
SELL
$29.52 - $35.31 $14.6 Million - $17.4 Million
-494,065 Reduced 98.21%
9,024 $318,000
Q1 2025

Apr 09, 2025
BUY
$32.49 - $37.99 $392,219 - $458,615
12,072 Added 2.46%
503,089 $16.8 Million
Q4 2024

Jan 06, 2025
BUY
$35.45 - $40.33 $17.4 Million - $19.8 Million
491,017 New
491,017 $17.6 Million

Others Institutions Holding SDVY

# of Institutions
498
Shares Held
188M
Call Options Held
10.7K
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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