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

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 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 3,132,744 shares of SDVY stock, worth $102 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,132,744
Previous 2,974,793 5.31%
Holding current value
$102 Million
Previous $107 Million 1.59%
% of portfolio
0.04%
Previous 0.04%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
507
Shares Held
176M
Call Options Held
4K
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
Track This Portfolio

Track Envestnet Asset Management Inc Portfolio

Follow Envestnet Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email