Formidable Asset Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Formidable Asset Management, LLC

$641 Million
Q4 2025

A detailed history of Formidable Asset Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Formidable Asset Management, LLC holds 83,496 shares of SDVY stock, worth $3.13 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

83,496

Previous 87,779 4.88%

Holding current value

$3.13 Million

Previous $3.34 Million 6.2%

% of portfolio

0.49%

Previous 0.51%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	SELL	$36.47 - $38.19 $156,201 - $163,567	-4,283 Reduced 4.88%	83,496 $3.13 Million
Q3 2025 Oct 29, 2025	BUY	$35.42 - $38.65 $455,572 - $497,116	12,862 Added 17.17%	87,779 $3.34 Million
Q1 2025 May 05, 2025	BUY	$32.49 - $37.99 $19,753 - $23,097	608 Added 0.82%	74,917 $2.51 Million
Q4 2024 Feb 19, 2025	BUY	$35.45 - $40.33 $102,556 - $116,674	2,893 Added 4.05%	74,309 $2.66 Million
Q3 2024 Nov 12, 2024	BUY	$32.65 - $36.69 $61,839 - $69,490	1,894 Added 2.72%	71,416 $2.6 Million

Q2 2024 Aug 08, 2024	BUY	$32.33 - $34.91 $741,035 - $800,172	22,921 Added 49.19%	69,522 $2.32 Million
Q1 2024 May 15, 2024	BUY	$31.21 - $34.82 $1.45 Million - $1.62 Million	46,601 New	46,601 $1.62 Million

Others Institutions Holding SDVY

# of Institutions

518

Shares Held

192M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

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Formidable Asset Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History