Archetype Wealth Partners First Tr ETF Vi Smid Cap Risin Transaction History

Archetype Wealth Partners

$785 Million
Q3 2025

A detailed history of Archetype Wealth Partners transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Archetype Wealth Partners holds 46,476 shares of SDVY stock, worth $1.74 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

46,476

Previous 40,190 15.64%

Holding current value

$1.74 Million

Previous $1.42 Million 24.61%

% of portfolio

0.23%

Previous 0.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$35.42 - $38.65 $222,650 - $242,953	6,286 Added 15.64%	46,476 $1.77 Million
Q2 2025 Aug 14, 2025	BUY	$29.52 - $35.31 $81,947 - $98,020	2,776 Added 7.42%	40,190 $1.42 Million
Q1 2025 May 14, 2025	BUY	$32.49 - $37.99 $72,680 - $84,983	2,237 Added 6.36%	37,414 $1.25 Million
Q4 2024 Feb 14, 2025	BUY	$35.45 - $40.33 $49,913 - $56,784	1,408 Added 4.17%	35,177 $1.26 Million
Q3 2024 Nov 14, 2024	BUY	$32.65 - $36.69 $193,320 - $217,241	5,921 Added 21.26%	33,769 $1.23 Million

Q2 2024 Aug 15, 2024	BUY	$32.33 - $34.91 $49,141 - $53,063	1,520 Added 5.77%	27,848 $930,000
Q1 2024 May 14, 2024	BUY	$31.21 - $34.82 $343,029 - $382,706	10,991 Added 71.66%	26,328 $917,000
Q4 2023 Feb 14, 2024	BUY	$26.48 - $33.23 $406,123 - $509,648	15,337 New	15,337 $503,000

Others Institutions Holding SDVY

# of Institutions

513

Shares Held

191M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Archetype Wealth Partners First Tr ETF Vi Smid Cap Risin Transaction History