A detailed history of Kovack Advisors, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Kovack Advisors, Inc. holds 16,921 shares of SDVY stock, worth $634,537. This represents 0.06% of its overall portfolio holdings.

Number of Shares
16,921
Previous 17,454 3.05%
Holding current value
$634,537
Previous $584,000 2.05%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025

SELL
$29.52 - $35.31 $15,734 - $18,820
-533 Reduced 3.05%
16,921 $596,000
Q1 2025

May 06, 2025

BUY
$32.49 - $37.99 $93,311 - $109,107
2,872 Added 19.7%
17,454 $584,000
Q4 2024

Feb 04, 2025

BUY
$35.45 - $40.33 $204,440 - $232,583
5,767 Added 65.42%
14,582 $522,000
Q3 2024

Nov 05, 2024

BUY
$32.65 - $36.69 $35,849 - $40,285
1,098 Added 14.23%
8,815 $320,000
Q2 2024

Aug 02, 2024

BUY
$32.33 - $34.91 $249,490 - $269,400
7,717 New
7,717 $257,000

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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