D.A. Davidson & Co. First Tr ETF Vi Smid Cap Risin Transaction History

D.A. Davidson & Co.

$15.1 Billion
Q3 2025

A detailed history of D.A. Davidson & Co. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, D.A. Davidson & Co. holds 669,617 shares of SDVY stock, worth $25.1 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

669,617

Previous 643,785 4.01%

Holding current value

$25.1 Million

Previous $22.7 Million 12.09%

% of portfolio

0.17%

Previous 0.16%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$35.42 - $38.65 $914,969 - $998,406	25,832 Added 4.01%	669,617 $25.5 Million
Q2 2025 Jul 30, 2025	SELL	$29.52 - $35.31 $318,137 - $380,535	-10,777 Reduced 1.65%	643,785 $22.7 Million
Q1 2025 Apr 28, 2025	BUY	$32.49 - $37.99 $3.37 Million - $3.94 Million	103,792 Added 18.84%	654,562 $21.9 Million
Q4 2024 Jan 31, 2025	BUY	$35.45 - $40.33 $3.13 Million - $3.56 Million	88,269 Added 19.09%	550,770 $19.7 Million
Q3 2024 Nov 13, 2024	BUY	$32.65 - $36.69 $1.53 Million - $1.72 Million	46,925 Added 11.29%	462,501 $16.8 Million

Q2 2024 Jul 31, 2024	BUY	$32.33 - $34.91 $2.66 Million - $2.88 Million	82,420 Added 24.74%	415,576 $13.9 Million
Q1 2024 May 13, 2024	BUY	$31.21 - $34.82 $2.63 Million - $2.94 Million	84,325 Added 33.89%	333,156 $11.6 Million
Q4 2023 Feb 09, 2024	BUY	$26.48 - $33.23 $1.06 Million - $1.33 Million	39,878 Added 19.08%	248,831 $8.15 Million
Q3 2023 Nov 08, 2023	BUY	$27.7 - $30.38 $3.07 Million - $3.37 Million	110,933 Added 113.17%	208,953 $5.9 Million
Q2 2023 Aug 10, 2023	BUY	$24.91 - $28.31 $1.61 Million - $1.83 Million	64,805 Added 195.11%	98,020 $2.77 Million
Q1 2023 Apr 25, 2023	BUY	$25.54 - $29.71 $162,766 - $189,341	6,373 Added 23.74%	33,215 $885,000
Q4 2022 Feb 03, 2023	BUY	$23.78 - $27.72 $98,306 - $114,594	4,134 Added 18.21%	26,842 $699,000
Q3 2022 Nov 07, 2022	BUY	$23.0 - $27.75 $92,552 - $111,666	4,024 Added 21.54%	22,708 $525,000
Q2 2022 Jul 28, 2022	BUY	$23.62 - $28.23 $14,880 - $17,784	630 Added 3.49%	18,684 $446,000
Q1 2022 May 12, 2022	BUY	$27.17 - $30.89 $68,848 - $78,275	2,534 Added 16.33%	18,054 $503,000
Q4 2021 Jan 31, 2022	BUY	$28.58 - $30.81 $443,561 - $478,171	15,520 New	15,520 $470,000

Others Institutions Holding SDVY

# of Institutions

515

Shares Held

191M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

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