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

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 127,681 shares of SDVY stock, worth $4.79 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

127,681

Previous 91,582 39.42%

Holding current value

$4.79 Million

Previous $3.07 Billion 46.82%

% of portfolio

0.09%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$29.52 - $35.31 $1.07 Million - $1.27 Million	36,099 Added 39.42%	127,681 $4.5 Billion
Q1 2025 Apr 29, 2025	BUY	$32.49 - $37.99 $2,566 - $3,001	79 Added 0.09%	91,582 $3.07 Billion
Q4 2024 Feb 03, 2025	BUY	$35.45 - $40.33 $750,228 - $853,503	21,163 Added 30.09%	91,503 $3.28 Billion
Q3 2024 Oct 30, 2024	BUY	$32.65 - $36.69 $40,388 - $45,385	1,237 Added 1.79%	70,340 $2.56 Billion
Q2 2024 Jul 30, 2024	BUY	$32.33 - $34.91 $18,816 - $20,317	582 Added 0.85%	69,103 $2.31 Billion
Q1 2024 May 07, 2024	BUY	$31.21 - $34.82 $59,142 - $65,983	1,895 Added 2.84%	68,521 $2.39 Billion
Q4 2023 Apr 15, 2024	BUY	$26.48 - $33.23 $1.76 Million - $2.21 Million	66,626 New	66,626 $2.18 Billion

Others Institutions Holding SDVY

# of Institutions

496

Shares Held

186M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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