Asset Dedication, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Asset Dedication, LLC

$1.35 Billion
Q2 2025

A detailed history of Asset Dedication, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Asset Dedication, LLC holds 198 shares of SDVY stock, worth $7,425. This represents 0.0% of its overall portfolio holdings.

Number of Shares

198

Holding current value

$7,425

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 19, 2025	BUY	$29.52 - $35.31 $5,844 - $6,991	198 New	198 $6,000

Others Institutions Holding SDVY

# of Institutions

494

Shares Held

185M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

23.5M
Shares

$883 Million
0.29% of portfolio
Morgan Stanley New York, NY

19.7M
Shares

$739 Million
0.05% of portfolio
Raymond James Financial Inc St. Petersburg, FL

12M
Shares

$451 Million
0.15% of portfolio
Wells Fargo & Company San Francisco, CA

12M
Shares

$449 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

7.37M
Shares

$276 Million
0.02% of portfolio

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

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