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

Cresset Asset Management, LLC

$19.6 Billion
Q2 2025

A detailed history of Cresset Asset Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Cresset Asset Management, LLC holds 39,840 shares of SDVY stock, worth $1.49 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

39,840

Previous 42,253 5.71%

Holding current value

$1.49 Million

Previous $1.42 Million 0.71%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$29.52 - $35.31 $71,231 - $85,203	-2,413 Reduced 5.71%	39,840 $1.41 Million
Q1 2025 May 13, 2025	BUY	$32.49 - $37.99 $84,603 - $98,925	2,604 Added 6.57%	42,253 $1.42 Million
Q4 2024 Feb 14, 2025	BUY	$35.45 - $40.33 $78,131 - $88,887	2,204 Added 5.89%	39,649 $1.42 Million
Q3 2024 Nov 14, 2024	BUY	$32.65 - $36.69 $19,067 - $21,426	584 Added 1.58%	37,445 $1.36 Million
Q2 2024 Aug 14, 2024	BUY	$32.33 - $34.91 $218,583 - $236,026	6,761 Added 22.46%	36,861 $1.23 Million
Q1 2024 May 15, 2024	BUY	$31.21 - $34.82 $92,131 - $102,788	2,952 Added 10.87%	30,100 $1.05 Million
Q4 2023 Feb 14, 2024	BUY	$26.48 - $33.23 $280,820 - $352,404	10,605 Added 64.11%	27,148 $889,000
Q3 2023 Nov 14, 2023	BUY	$27.7 - $30.38 $458,241 - $502,576	16,543 New	16,543 $467,000

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