Foundations Investment Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Foundations Investment Advisors, LLC

$5.88 Billion
Q2 2025

A detailed history of Foundations Investment Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 181,321 shares of SDVY stock, worth $6.8 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

181,321

Previous 185,283 2.14%

Holding current value

$6.8 Million

Previous $6.21 Million 3.08%

% of portfolio

0.11%

Previous 0.12%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$29.52 - $35.31 $116,958 - $139,898	-3,962 Reduced 2.14%	181,321 $6.4 Million
Q1 2025 May 07, 2025	BUY	$32.49 - $37.99 $9,941 - $11,624	306 Added 0.17%	185,283 $6.21 Million
Q4 2024 Jan 22, 2025	BUY	$35.45 - $40.33 $315,115 - $358,493	8,889 Added 5.05%	184,977 $6.63 Million
Q3 2024 Oct 21, 2024	BUY	$32.65 - $36.69 $3.59 Million - $4.03 Million	109,942 Added 166.21%	176,088 $6.41 Million
Q2 2024 Aug 02, 2024	SELL	$32.33 - $34.91 $102,324 - $110,490	-3,165 Reduced 4.57%	66,146 $2.21 Million
Q1 2024 May 13, 2024	BUY	$31.21 - $34.82 $1.21 Million - $1.35 Million	38,645 Added 126.02%	69,311 $2.41 Million
Q4 2023 Feb 08, 2024	BUY	$26.48 - $33.23 $367,542 - $461,232	13,880 Added 82.69%	30,666 $1 Million
Q3 2023 Oct 05, 2023	BUY	$27.7 - $30.38 $92,324 - $101,256	3,333 Added 24.78%	16,786 $473,000
Q2 2023 Jul 19, 2023	BUY	$24.91 - $28.31 $98,020 - $111,399	3,935 Added 41.34%	13,453 $380,000
Q1 2023 Apr 25, 2023	SELL	$25.54 - $29.71 $574,215 - $667,969	-22,483 Reduced 70.26%	9,518 $253,000
Q4 2022 Jan 11, 2023	SELL	$23.78 - $27.72 $163,344 - $190,408	-6,869 Reduced 17.67%	32,001 $0
Q3 2022 Oct 19, 2022	SELL	$23.0 - $27.75 $146,326 - $176,545	-6,362 Reduced 14.07%	38,870 $899,000
Q2 2022 Jul 08, 2022	BUY	$23.62 - $28.23 $1.07 Million - $1.28 Million	45,232 New	45,232 $1.09 Million

Others Institutions Holding SDVY

# of Institutions

496

Shares Held

186M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Foundations Investment Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History