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

Concorde Asset Management, LLC

  • $222 Million
  • Q3 2025

A detailed history of Concorde Asset Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Concorde Asset Management, LLC holds 68,727 shares of SDVY stock, worth $2.58 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
68,727
Holding current value
$2.58 Million
% of portfolio
1.18%

Shares

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

Nov 14, 2025
BUY
$35.42 - $38.65 $2.43 Million - $2.66 Million
68,727 New
68,727 $2.61 Million
Q2 2024

Aug 12, 2024
SELL
$32.33 - $34.91 $2.1 Million - $2.27 Million
-65,073 Reduced 38.36%
104,563 $3.49 Million
Q1 2024

May 15, 2024
BUY
$31.21 - $34.82 $5.29 Million - $5.91 Million
169,636 New
169,636 $5.91 Million

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
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