Econ Financial Services Corp First Tr ETF Vi Smid Cap Risin Transaction History

Econ Financial Services Corp

$180 Million
Q2 2025

A detailed history of Econ Financial Services Corp transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Econ Financial Services Corp holds 131,226 shares of SDVY stock, worth $4.76 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares

131,226

Previous 102,189 28.41%

Holding current value

$4.76 Million

Previous $3.42 Million 35.23%

% of portfolio

2.57%

Previous 1.97%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$29.52 - $35.31 $857,172 - $1.03 Million	29,037 Added 28.41%	131,226 $4.63 Million
Q1 2025 Apr 23, 2025	BUY	$32.49 - $37.99 $2.68 Million - $3.14 Million	82,576 Added 421.03%	102,189 $3.42 Million
Q4 2024 Jan 27, 2025	SELL	$35.45 - $40.33 $168,174 - $191,325	-4,744 Reduced 19.48%	19,613 $703,000
Q3 2024 Oct 18, 2024	BUY	$32.65 - $36.69 $436,367 - $490,361	13,365 Added 121.59%	24,357 $886,000
Q2 2024 Aug 12, 2024	BUY	$32.33 - $34.91 $9,278 - $10,019	287 Added 2.68%	10,992 $366,000
Q1 2024 May 15, 2024	BUY	$31.21 - $34.82 $334,103 - $372,748	10,705 New	10,705 $372,000

Others Institutions Holding SDVY

# of Institutions

493

Shares Held

188M

Call Options Held

10.7K

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

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Econ Financial Services Corp First Tr ETF Vi Smid Cap Risin Transaction History