Envestnet Asset Management Inc First Tr ETF Vi Smid Cap Risin Transaction History

Envestnet Asset Management Inc

$326 Billion
Q2 2025

A detailed history of Envestnet Asset Management Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Envestnet Asset Management Inc holds 2,974,264 shares of SDVY stock, worth $112 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,974,264

Previous 3,132,744 5.06%

Holding current value

$112 Million

Previous $105 Million 0.01%

% of portfolio

0.03%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$29.52 - $35.31 $4.68 Million - $5.6 Million	-158,480 Reduced 5.06%	2,974,264 $105 Million
Q1 2025 Apr 29, 2025	BUY	$32.49 - $37.99 $5.13 Million - $6 Million	157,951 Added 5.31%	3,132,744 $105 Million
Q4 2024 Feb 12, 2025	BUY	$35.45 - $40.33 $15.3 Million - $17.4 Million	430,281 Added 16.91%	2,974,793 $107 Million
Q3 2024 Nov 06, 2024	BUY	$32.65 - $36.69 $17.1 Million - $19.2 Million	522,644 Added 25.85%	2,544,512 $92.6 Million
Q2 2024 Aug 08, 2024	BUY	$32.33 - $34.91 $7.99 Million - $8.63 Million	247,246 Added 13.93%	2,021,868 $67.5 Million
Q1 2024 May 13, 2024	BUY	$31.21 - $34.82 $22.7 Million - $25.4 Million	728,884 Added 69.7%	1,774,622 $61.8 Million
Q4 2023 Feb 13, 2024	SELL	$26.48 - $33.23 $3.04 Million - $3.82 Million	-114,880 Reduced 9.9%	1,045,738 $34.3 Million
Q3 2023 Nov 13, 2023	BUY	$27.7 - $30.38 $1.49 Million - $1.63 Million	53,622 Added 4.84%	1,160,618 $32.8 Million
Q2 2023 Aug 04, 2023	BUY	$24.91 - $28.31 $7.89 Million - $8.97 Million	316,695 Added 40.07%	1,106,996 $31.3 Million
Q1 2023 May 11, 2023	SELL	$25.54 - $29.71 $1.32 Million - $1.54 Million	-51,826 Reduced 6.15%	790,301 $21.1 Million
Q4 2022 Feb 07, 2023	SELL	$23.78 - $27.72 $7.17 Million - $8.36 Million	-301,412 Reduced 26.36%	842,127 $21.9 Million
Q3 2022 Nov 10, 2022	BUY	$23.0 - $27.75 $3.23 Million - $3.9 Million	140,403 Added 14.0%	1,143,539 $26.5 Million
Q2 2022 Aug 03, 2022	BUY	$23.62 - $28.23 $2.13 Million - $2.54 Million	90,098 Added 9.87%	1,003,136 $24 Million
Q1 2022 May 04, 2022	BUY	$27.17 - $30.89 $19.8 Million - $22.5 Million	728,892 Added 395.82%	913,038 $25.4 Million
Q4 2021 Feb 04, 2022	BUY	$28.58 - $30.81 $3.74 Million - $4.03 Million	130,888 Added 245.76%	184,146 $5.58 Million
Q3 2021 Oct 07, 2021	BUY	$27.62 - $30.12 $192,262 - $209,665	6,961 Added 15.04%	53,258 $1.51 Million
Q2 2021 Aug 04, 2021	BUY	$28.0 - $30.39 $979,300 - $1.06 Million	34,975 Added 308.91%	46,297 $1.35 Million
Q1 2021 May 04, 2021	BUY	$23.74 - $28.92 $268,784 - $327,432	11,322 New	11,322 $322,000

Others Institutions Holding SDVY

# of Institutions

494

Shares Held

185M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

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Envestnet Asset Management Inc First Tr ETF Vi Smid Cap Risin Transaction History