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

Formidable Asset Management, LLC

$654 Million
Q3 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 87,779 shares of SDVY stock, worth $3.29 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

87,779

Previous 74,917 17.17%

Holding current value

$3.29 Million

Previous $2.64 Million 26.26%

% of portfolio

0.51%

Previous 0.44%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

514

Shares Held

191M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

Track This Portfolio

Portfolio Update

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

News

Stay updated on Formidable Asset Management, LLC with notifications on news.

Account

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