A detailed history of Entruity Wealth, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Entruity Wealth, LLC holds 89,654 shares of SDVY stock, worth $3.36 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares
89,654
Previous 83,736 7.07%
Holding current value
$3.36 Million
Previous $2.95 Billion 15.38%
% of portfolio
2.65%
Previous 2.51%

Shares

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

Nov 06, 2025

BUY
$35.42 - $38.65 $209,615 - $228,730
5,918 Added 7.07%
89,654 $3.41 Billion
Q2 2025

Aug 12, 2025

BUY
$29.52 - $35.31 $263,406 - $315,071
8,923 Added 11.93%
83,736 $2.95 Billion
Q1 2025

May 08, 2025

BUY
$32.49 - $37.99 $201,080 - $235,120
6,189 Added 9.02%
74,813 $2.51 Billion
Q4 2024

Feb 13, 2025

BUY
$35.45 - $40.33 $2.43 Million - $2.77 Million
68,624 New
68,624 $2.46 Billion

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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