Mpwm Advisory Solutions, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Mpwm Advisory Solutions, LLC

$168 Billion
Q3 2025

A detailed history of Mpwm Advisory Solutions, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Mpwm Advisory Solutions, LLC holds 66,740 shares of SDVY stock, worth $2.5 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares

66,740

Previous 65,515 1.87%

Holding current value

$2.5 Million

Previous $2.31 Billion 9.78%

% of portfolio

1.51%

Previous 1.46%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$35.42 - $38.65 $43,389 - $47,346	1,225 Added 1.87%	66,740 $2.54 Billion
Q2 2025 Aug 14, 2025	BUY	$29.52 - $35.31 $46,375 - $55,472	1,571 Added 2.46%	65,515 $2.31 Billion
Q1 2025 May 15, 2025	BUY	$32.49 - $37.99 $439,849 - $514,308	13,538 Added 26.86%	63,944 $2.14 Billion
Q4 2024 Feb 14, 2025	BUY	$35.45 - $40.33 $1.79 Million - $2.03 Million	50,406 New	50,406 $1.81 Billion

Others Institutions Holding SDVY

# of Institutions

514

Shares Held

191M

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 Mpwm Advisory Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mpwm Advisory Solutions, LLC with notifications on news.

Account

Mpwm Advisory Solutions, LLC First Tr ETF Vi Smid Cap Risin Transaction History