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

Ellsworth Advisors, LLC

  • $389 Million
  • Q2 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 21,258 shares of SDVY stock, worth $778,042. This represents 0.19% of its overall portfolio holdings.

Number of Shares
21,258
Previous 16,919 25.65%
Holding current value
$778,042
Previous $566,000 32.33%
% of portfolio
0.19%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
500
Shares Held
189M
Call Options Held
10.7K
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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