Mutual Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Mutual Advisors, LLC

$3.73 Billion
Q2 2025

A detailed history of Mutual Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Mutual Advisors, LLC holds 80,708 shares of SDVY stock, worth $3.03 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

80,708

Previous 78,181 3.23%

Holding current value

$3.03 Million

Previous $2.62 Million 8.71%

% of portfolio

0.08%

Previous 0.08%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$29.52 - $35.31 $74,597 - $89,228	2,527 Added 3.23%	80,708 $2.85 Million
Q1 2025 Apr 28, 2025	BUY	$32.49 - $37.99 $414,312 - $484,448	12,752 Added 19.49%	78,181 $2.62 Million
Q4 2024 Jan 17, 2025	BUY	$35.45 - $40.33 $773,696 - $880,202	21,825 Added 50.05%	65,429 $2.35 Million
Q3 2024 Oct 25, 2024	SELL	$32.65 - $36.69 $68,173 - $76,608	-2,088 Reduced 4.57%	43,604 $1.59 Million
Q2 2024 Jul 30, 2024	SELL	$32.33 - $34.91 $42,125 - $45,487	-1,303 Reduced 2.77%	45,692 $1.53 Million
Q1 2024 May 02, 2024	BUY	$31.21 - $34.82 $1.16 Million - $1.3 Million	37,274 Added 383.44%	46,995 $1.64 Million
Q4 2023 Jan 12, 2024	BUY	$26.48 - $33.23 $317 - $398	12 Added 0.12%	9,721 $318,000
Q3 2023 Nov 13, 2023	BUY	$27.7 - $30.38 $3,850 - $4,222	139 Added 1.45%	9,709 $274,000
Q2 2023 Jul 31, 2023	SELL	$24.91 - $28.31 $54,303 - $61,715	-2,180 Reduced 18.55%	9,570 $270,000
Q1 2023 Apr 11, 2023	SELL	$25.54 - $29.71 $28,221 - $32,829	-1,105 Reduced 8.6%	11,750 $313,000
Q4 2022 Jan 12, 2023	BUY	$23.78 - $27.72 $29,534 - $34,428	1,242 Added 10.69%	12,855 $0
Q3 2022 Nov 03, 2022	BUY	$23.0 - $27.75 $2,484 - $2,997	108 Added 0.94%	11,613 $269,000
Q2 2022 Aug 15, 2022	SELL	$23.62 - $28.23 $2,858 - $3,415	-121 Reduced 1.04%	11,505 $275,000
Q1 2022 May 09, 2022	BUY	$27.17 - $30.89 $83,330 - $94,739	3,067 Added 35.83%	11,626 $324,000
Q4 2021 Feb 14, 2022	BUY	$28.58 - $30.81 $244,616 - $263,702	8,559 New	8,559 $259,000

Others Institutions Holding SDVY

# of Institutions

494

Shares Held

185M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Mutual Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History