Continuum Advisory, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Continuum Advisory, LLC

$773 Million
Q2 2025

A detailed history of Continuum Advisory, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Continuum Advisory, LLC holds 82,303 shares of SDVY stock, worth $3.13 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

82,303

Previous 73,414 12.11%

Holding current value

$3.13 Million

Previous $2.46 Million 18.06%

% of portfolio

0.38%

Previous 0.34%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$29.52 - $35.31 $262,403 - $313,870	8,889 Added 12.11%	82,303 $2.9 Million
Q1 2025 Apr 22, 2025	BUY	$32.49 - $37.99 $29,338 - $34,304	903 Added 1.25%	73,414 $2.46 Million
Q4 2024 Feb 14, 2025	BUY	$35.45 - $40.33 $178,419 - $202,980	5,033 Added 7.46%	72,511 $2.6 Million
Q3 2024 Nov 15, 2024	BUY	$32.65 - $36.69 $307,007 - $344,996	9,403 Added 16.19%	67,478 $2.45 Million
Q2 2024 Jul 19, 2024	BUY	$32.33 - $34.91 $216,158 - $233,408	6,686 Added 13.01%	58,075 $1.94 Million
Q1 2024 May 10, 2024	BUY	$31.21 - $34.82 $368,278 - $410,876	11,800 Added 29.81%	51,389 $1.79 Million
Q4 2023 Feb 14, 2024	BUY	$26.48 - $33.23 $221,875 - $278,434	8,379 Added 26.85%	39,589 $1.3 Million
Q3 2023 Nov 13, 2023	BUY	$27.7 - $30.38 $409,766 - $449,411	14,793 Added 90.11%	31,210 $881,000
Q2 2023 Dec 13, 2023	BUY	$24.91 - $28.31 $143,357 - $162,924	5,755 Added 53.98%	16,417 $464,000
Q2 2023 Aug 10, 2023	BUY	$24.91 - $28.31 $143,357 - $162,924	5,755 Added 53.98%	16,417 $464,000
Q1 2023 Dec 13, 2023	SELL	$25.54 - $29.71 $524,795 - $610,481	-20,548 Reduced 65.84%	10,662 $284,000
Q1 2023 May 12, 2023	BUY	$25.54 - $29.71 $272,307 - $316,768	10,662 New	10,662 $284,000

Others Institutions Holding SDVY

# of Institutions

495

Shares Held

186M

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 Continuum Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Continuum Advisory, LLC with notifications on news.

Account

Continuum Advisory, LLC First Tr ETF Vi Smid Cap Risin Transaction History