Anderson Financial Strategies, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Anderson Financial Strategies, LLC

  • $156 Billion
  • Q2 2025

A detailed history of Anderson Financial Strategies, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Anderson Financial Strategies, LLC holds 90,145 shares of SDVY stock, worth $3.38 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares
90,145
Previous 91,539 1.52%
Holding current value
$3.38 Million
Previous $3.07 Billion 3.7%
% of portfolio
2.03%
Previous 1.88%

Shares

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

Aug 11, 2025
SELL
$29.52 - $35.31 $41,150 - $49,222
-1,394 Reduced 1.52%
90,145 $3.18 Billion
Q1 2025

May 28, 2025
BUY
$32.49 - $37.99 $1.55 Million - $1.82 Million
47,786 Added 109.22%
91,539 $3.07 Billion
Q4 2024

Feb 14, 2025
BUY
$35.45 - $40.33 $1.55 Million - $1.76 Million
43,753 New
43,753 $1.57 Billion

Others Institutions Holding SDVY

# of Institutions
498
Shares Held
186M
Call Options Held
0
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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