Ipsen Advisor Group LLC First Tr ETF Vi Smid Cap Risin Transaction History

Ipsen Advisor Group LLC

  • $139 Billion
  • Q3 2025

A detailed history of Ipsen Advisor Group LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Ipsen Advisor Group LLC holds 59,947 shares of SDVY stock, worth $2.25 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares
59,947
Previous 58,260 2.9%
Holding current value
$2.25 Million
Previous $2.06 Billion 10.89%
% of portfolio
1.64%
Previous 1.57%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$35.42 - $38.65 $59,753 - $65,202
1,687 Added 2.9%
59,947 $2.28 Billion
Q2 2025

Aug 06, 2025
BUY
$29.52 - $35.31 $119,526 - $142,970
4,049 Added 7.47%
58,260 $2.06 Billion
Q1 2025

Apr 15, 2025
BUY
$32.49 - $37.99 $185,615 - $217,036
5,713 Added 11.78%
54,211 $1.82 Billion
Q4 2024

Feb 11, 2025
BUY
$35.45 - $40.33 $1.72 Million - $1.96 Million
48,498 New
48,498 $1.74 Billion

Others Institutions Holding SDVY

# of Institutions
514
Shares Held
191M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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