Global Assets Advisory, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Global Assets Advisory, LLC

$256 Billion
Q2 2025

A detailed history of Global Assets Advisory, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Global Assets Advisory, LLC holds 14,658 shares of SDVY stock, worth $549,675. This represents 0.21% of its overall portfolio holdings.

Number of Shares

14,658

Previous 45,146 67.53%

Holding current value

$549,675

Previous $1.43 Billion 63.22%

% of portfolio

0.21%

Previous 0.27%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$29.52 - $35.31 $900,005 - $1.08 Million	-30,488 Reduced 67.53%	14,658 $527 Million
Q1 2025 Apr 23, 2025	BUY	$32.49 - $37.99 $977,884 - $1.14 Million	30,098 Added 200.01%	45,146 $1.43 Billion
Q4 2024 Feb 14, 2025	SELL	$35.45 - $40.33 $30,699 - $34,925	-866 Reduced 5.44%	15,048 $538 Million
Q3 2024 Oct 22, 2024	BUY	$32.65 - $36.69 $519,592 - $583,884	15,914 New	15,914 $572 Million
Q1 2024 Apr 12, 2024	BUY	$31.21 - $34.82 $16.7 Million - $18.6 Million	533,784 Added 3359.67%	549,672 $15.9 Million
Q3 2023 Oct 04, 2023	SELL	$27.7 - $30.38 $11,994 - $13,154	-433 Reduced 2.65%	15,888 $448,000
Q2 2023 Jul 21, 2023	SELL	$24.91 - $28.31 $7,473 - $8,493	-300 Reduced 1.8%	16,321 $462,000
Q4 2022 Jan 31, 2023	SELL	$23.78 - $27.72 $5,945 - $6,930	-250 Reduced 1.48%	16,621 $432,000
Q3 2022 Nov 10, 2022	BUY	$23.0 - $27.75 $388,033 - $468,170	16,871 New	16,871 $437,000

Others Institutions Holding SDVY

# of Institutions

496

Shares Held

186M

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 Global Assets Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Assets Advisory, LLC with notifications on news.

Account

Global Assets Advisory, LLC First Tr ETF Vi Smid Cap Risin Transaction History