Brookstone Capital Management First Tr ETF Vi Smid Cap Risin Transaction History

Brookstone Capital Management

$7.19 Billion
Q3 2025

A detailed history of Brookstone Capital Management transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Brookstone Capital Management holds 81,076 shares of SDVY stock, worth $3.04 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

81,076

Previous 65,522 23.74%

Holding current value

$3.04 Million

Previous $2.31 Million 33.36%

% of portfolio

0.04%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$35.42 - $38.65 $550,922 - $601,162	15,554 Added 23.74%	81,076 $3.08 Million
Q2 2025 Jul 30, 2025	BUY	$29.52 - $35.31 $122,773 - $146,854	4,159 Added 6.78%	65,522 $2.31 Million
Q1 2025 Apr 29, 2025	BUY	$32.49 - $37.99 $672,218 - $786,013	20,690 Added 50.87%	61,363 $2.06 Million
Q4 2024 Jan 13, 2025	BUY	$35.45 - $40.33 $611,477 - $695,652	17,249 Added 73.64%	40,673 $1.46 Million
Q3 2024 Oct 08, 2024	BUY	$32.65 - $36.69 $764,793 - $859,426	23,424 New	23,424 $852,000

Q4 2023 Jan 11, 2024	BUY	$26.48 - $33.23 $606,868 - $761,565	22,918 New	22,918 $751,000

Others Institutions Holding SDVY

# of Institutions

513

Shares Held

191M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

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Brookstone Capital Management First Tr ETF Vi Smid Cap Risin Transaction History