Commonwealth Financial Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Commonwealth Financial Services, LLC

$584 Billion
Q3 2025

A detailed history of Commonwealth Financial Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Commonwealth Financial Services, LLC holds 47,048 shares of SDVY stock, worth $1.76 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

47,048

Previous 27,092 73.66%

Holding current value

$1.76 Million

Previous $956 Million 87.14%

% of portfolio

0.31%

Previous 0.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$35.42 - $38.65 $706,841 - $771,299	19,956 Added 73.66%	47,048 $1.79 Billion
Q2 2025 Jul 25, 2025	BUY	$29.52 - $35.31 $51,778 - $61,933	1,754 Added 6.92%	27,092 $956 Million
Q1 2025 May 09, 2025	BUY	$32.49 - $37.99 $118,815 - $138,929	3,657 Added 16.87%	25,338 $849 Million
Q4 2024 Jan 24, 2025	BUY	$35.45 - $40.33 $100,961 - $114,859	2,848 Added 15.12%	21,681 $777 Million
Q3 2024 Oct 22, 2024	BUY	$32.65 - $36.69 $34,772 - $39,074	1,065 Added 5.99%	18,833 $677 Million

Q2 2024 Aug 13, 2024	BUY	$32.33 - $34.91 $574,439 - $620,280	17,768 New	17,768 $583 Million

Others Institutions Holding SDVY

# of Institutions

515

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Commonwealth Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Commonwealth Financial Services, LLC with notifications on news.

Account

Commonwealth Financial Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History