Global Retirement Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Global Retirement Partners, LLC

$4.24 Billion
Q3 2025

A detailed history of Global Retirement Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Global Retirement Partners, LLC holds 110,360 shares of SDVY stock, worth $4.14 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

110,360

Previous 97,649 13.02%

Holding current value

$4.14 Million

Previous $3.45 Million 21.77%

% of portfolio

0.1%

Previous 0.09%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$35.42 - $38.65 $450,223 - $491,280	12,711 Added 13.02%	110,360 $4.2 Million
Q2 2025 Aug 12, 2025	BUY	$29.52 - $35.31 $1.04 Million - $1.25 Million	35,289 Added 56.59%	97,649 $3.45 Million
Q4 2024 Jan 31, 2025	BUY	$35.45 - $40.33 $509,912 - $580,106	14,384 Added 29.98%	62,360 $2.24 Million
Q3 2024 Oct 16, 2024	BUY	$32.65 - $36.69 $712,390 - $800,539	21,819 Added 83.42%	47,976 $1.75 Million
Q2 2024 Jul 23, 2024	BUY	$32.33 - $34.91 $185,606 - $200,418	5,741 Added 28.12%	26,157 $873,000
Q1 2024 Apr 23, 2024	BUY	$31.21 - $34.82 $36,422 - $40,634	1,167 Added 6.06%	20,416 $710,000
Q4 2023 Jan 18, 2024	BUY	$26.48 - $33.23 $346,808 - $435,213	13,097 Added 212.89%	19,249 $630,000
Q3 2023 Oct 13, 2023	SELL	$27.7 - $30.38 $54,098 - $59,332	-1,953 Reduced 24.1%	6,152 $173,000
Q2 2023 Jul 20, 2023	SELL	$24.91 - $28.31 $5,853 - $6,652	-235 Reduced 2.82%	8,105 $229,000
Q1 2023 May 05, 2023	BUY	$25.54 - $29.71 $15,477 - $18,004	606 Added 7.84%	8,340 $222,000
Q4 2022 Feb 13, 2023	SELL	$23.78 - $27.72 $23,518 - $27,415	-989 Reduced 11.34%	7,734 $201,000
Q3 2022 Nov 03, 2022	BUY	$23.0 - $27.75 $53,521 - $64,574	2,327 Added 36.38%	8,723 $226,000
Q2 2022 Jul 15, 2022	SELL	$23.62 - $28.23 $29,430 - $35,174	-1,246 Reduced 16.3%	6,396 $153,000
Q1 2022 Jul 14, 2022	BUY	$27.17 - $30.89 $207,633 - $236,061	7,642 New	7,642 $194,000

Others Institutions Holding SDVY

# of Institutions

495

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 Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Account

Global Retirement Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History