Barry Investment Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Barry Investment Advisors, LLC

  • $423 Million
  • Q3 2025

A detailed history of Barry Investment Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Barry Investment Advisors, LLC holds 21,457 shares of SDVY stock, worth $804,422. This represents 0.19% of its overall portfolio holdings.

Number of Shares
21,457
Previous 20,368 5.35%
Holding current value
$804,422
Previous $718,000 13.51%
% of portfolio
0.19%
Previous 0.18%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$35.42 - $38.65 $38,572 - $42,089
1,089 Added 5.35%
21,457 $815,000
Q2 2025

Jul 16, 2025
BUY
$29.52 - $35.31 $39,615 - $47,386
1,342 Added 7.05%
20,368 $718,000
Q1 2025

Apr 30, 2025
BUY
$32.49 - $37.99 $228,729 - $267,449
7,040 Added 58.74%
19,026 $637,000
Q4 2024

Jan 22, 2025
BUY
$35.45 - $40.33 $23,148 - $26,335
653 Added 5.76%
11,986 $429,000
Q3 2024

Oct 24, 2024
BUY
$32.65 - $36.69 $111,271 - $125,039
3,408 Added 43.0%
11,333 $412,000
Q2 2024

Aug 14, 2024
BUY
$32.33 - $34.91 $256,215 - $276,661
7,925 New
7,925 $264,000

Others Institutions Holding SDVY

# of Institutions
515
Shares Held
191M
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 Barry Investment Advisors, LLC Portfolio

Follow Barry Investment Advisors, LLC 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 Barry Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Barry Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email