Atria Wealth Solutions, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 242,835 shares of SDVY stock, worth $9.13 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
242,835
Previous 284,532 14.65%
Holding current value
$9.13 Million
Previous $9.53 Million 10.11%
% of portfolio
0.21%
Previous 0.12%

Shares

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

Jul 25, 2025
SELL
$29.52 - $35.31 $1.23 Million - $1.47 Million
-41,697 Reduced 14.65%
242,835 $8.57 Million
Q1 2025

May 09, 2025
BUY
$32.49 - $37.99 $2.77 Million - $3.24 Million
85,262 Added 42.79%
284,532 $9.53 Million
Q4 2024

Jan 31, 2025
BUY
$35.45 - $40.33 $2.29 Million - $2.61 Million
64,708 Added 48.09%
199,270 $7.14 Million
Q3 2024

Nov 08, 2024
BUY
$32.65 - $36.69 $1.3 Million - $1.46 Million
39,740 Added 41.91%
134,562 $4.9 Million
Q2 2024

Jul 22, 2024
BUY
$32.33 - $34.91 $329,992 - $356,326
10,207 Added 12.06%
94,822 $3.17 Million
Q1 2024

May 13, 2024
SELL
$31.21 - $34.82 $699,010 - $779,863
-22,397 Reduced 20.93%
84,615 $2.95 Million
Q4 2023

Feb 02, 2024
BUY
$26.48 - $33.23 $517,339 - $649,214
19,537 Added 22.33%
107,012 $3.51 Million
Q3 2023

Nov 08, 2023
SELL
$27.7 - $30.38 $900,000 - $987,076
-32,491 Reduced 27.08%
87,475 $2.47 Million
Q2 2023

Aug 03, 2023
BUY
$24.91 - $28.31 $33,852 - $38,473
1,359 Added 1.15%
119,966 $3.4 Million
Q1 2023

Aug 22, 2023
BUY
$25.54 - $29.71 $430,068 - $500,286
16,839 Added 14.04%
136,805 $3.65 Million
Q1 2023

Jun 14, 2023
SELL
$25.54 - $29.71 $464,776 - $540,662
-18,198 Reduced 13.3%
118,607 $3.16 Million
Q1 2023

May 10, 2023
BUY
$25.54 - $29.71 $464,776 - $540,662
18,198 Added 15.34%
136,805 $3.65 Million
Q4 2022

Aug 30, 2023
SELL
$23.78 - $27.72 $32,317 - $37,671
-1,359 Reduced 1.13%
118,607 $3.09 Million
Q4 2022

Feb 13, 2023
SELL
$23.78 - $27.72 $244,767 - $285,321
-10,293 Reduced 7.99%
118,607 $3.09 Million
Q3 2022

Feb 13, 2023
SELL
$23.0 - $27.75 $1.24 Million - $1.5 Million
-54,038 Reduced 29.54%
128,900 $3.01 Million
Q3 2022

Nov 14, 2022
BUY
$23.0 - $27.75 $485,668 - $585,969
21,116 Added 13.05%
182,938 $4.39 Million
Q2 2022

Aug 15, 2022
SELL
$23.62 - $28.23 $89,283 - $106,709
-3,780 Reduced 2.28%
161,822 $3.86 Million
Q1 2022

May 16, 2022
BUY
$27.17 - $30.89 $4.5 Million - $5.12 Million
165,602 New
165,602 $4.62 Million

Others Institutions Holding SDVY

# of Institutions
493
Shares Held
185M
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
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email