A detailed history of Jones Financial Companies Lllp transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Jones Financial Companies Lllp holds 854,178 shares of SDVY stock, worth $31.8 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
854,178
Previous 667,902 27.89%
Holding current value
$31.8 Million
Previous $23.6 Million 37.82%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 04, 2025

BUY
$35.42 - $38.65 $6.6 Million - $7.2 Million
186,276 Added 27.89%
854,178 $32.5 Million
Q2 2025

Aug 13, 2025

BUY
$29.52 - $35.31 $5.69 Million - $6.8 Million
192,717 Added 40.56%
667,902 $23.6 Million
Q1 2025

May 28, 2025

BUY
$32.49 - $37.99 $12.4 Million - $14.5 Million
380,859 Added 403.77%
475,185 $15.9 Million
Q1 2025

May 16, 2025

SELL
$32.49 - $37.99 $5.03 Million - $5.89 Million
-154,910 Reduced 62.15%
94,326 $3.16 Million
Q4 2024

Feb 05, 2025

BUY
$35.45 - $40.33 $5.96 Million - $6.78 Million
168,064 Added 207.05%
249,236 $8.94 Million
Q3 2024

Nov 12, 2024

BUY
$32.65 - $36.69 $2.65 Million - $2.98 Million
81,172 New
81,172 $2.95 Million

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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