Jacobi Capital Management LLC First Tr ETF Vi Smid Cap Risin Transaction History

Jacobi Capital Management LLC

$1.45 Billion
Q2 2025

A detailed history of Jacobi Capital Management LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Jacobi Capital Management LLC holds 48,440 shares of SDVY stock, worth $1.83 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

48,440

Previous 31,925 51.73%

Holding current value

$1.83 Million

Previous $1.07 Million 59.78%

% of portfolio

0.12%

Previous 0.08%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$29.52 - $35.31 $487,522 - $583,144	16,515 Added 51.73%	48,440 $1.71 Million
Q1 2025 May 27, 2025	BUY	$32.49 - $37.99 $768,973 - $899,147	23,668 Added 286.64%	31,925 $1.07 Million
Q4 2024 Feb 05, 2025	BUY	$35.45 - $40.33 $1,453 - $1,653	41 Added 0.5%	8,257 $296,000
Q3 2024 Nov 14, 2024	BUY	$32.65 - $36.69 $35,653 - $40,065	1,092 Added 15.33%	8,216 $298,000
Q2 2024 Aug 09, 2024	BUY	$32.33 - $34.91 $230,318 - $248,698	7,124 New	7,124 $237,000

Others Institutions Holding SDVY

# of Institutions

488

Shares Held

188M

Call Options Held

10.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

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Jacobi Capital Management LLC First Tr ETF Vi Smid Cap Risin Transaction History