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

Ellsworth Advisors, LLC

  • $425 Million
  • Q3 2025

A detailed history of Ellsworth Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Ellsworth Advisors, LLC holds 26,128 shares of SDVY stock, worth $979,538. This represents 0.23% of its overall portfolio holdings.

Number of Shares
26,128
Previous 21,258 22.91%
Holding current value
$979,538
Previous $749,000 32.58%
% of portfolio
0.23%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
BUY
$35.42 - $38.65 $172,495 - $188,225
4,870 Added 22.91%
26,128 $993,000
Q2 2025

Jul 23, 2025
BUY
$29.52 - $35.31 $128,087 - $153,210
4,339 Added 25.65%
21,258 $749,000
Q1 2025

May 28, 2025
BUY
$32.49 - $37.99 $151,403 - $177,033
4,660 Added 38.01%
16,919 $566,000
Q4 2024

Jan 16, 2025
BUY
$35.45 - $40.33 $89,688 - $102,034
2,530 Added 26.0%
12,259 $439,000
Q3 2024

Oct 16, 2024
BUY
$32.65 - $36.69 $75,192 - $84,497
2,303 Added 31.01%
9,729 $353,000
Q2 2024

Jul 18, 2024
BUY
$32.33 - $34.91 $240,082 - $259,241
7,426 New
7,426 $247,000

Others Institutions Holding SDVY

# of Institutions
515
Shares Held
191M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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