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

Formidable Asset Management, LLC

$574 Million
Q1 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 74,917 shares of SDVY stock, worth $2.6 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

74,917

Previous 74,309 0.82%

Holding current value

$2.6 Million

Previous $2.66 Million 5.78%

% of portfolio

0.44%

Previous 0.45%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

502

Shares Held

187M

Call Options Held

10.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

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