A detailed history of National Asset Management, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, National Asset Management, Inc. holds 31,891 shares of SDVY stock, worth $1.14 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
31,891
Previous 68,064 53.15%
Holding current value
$1.14 Million
Previous $2.27 Million 48.92%
% of portfolio
0.03%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 13, 2024

SELL
$32.65 - $36.69 $1.18 Million - $1.33 Million
-36,173 Reduced 53.15%
31,891 $1.16 Million
Q2 2024

Aug 19, 2024

BUY
$32.33 - $34.91 $1.58 Million - $1.7 Million
48,726 Added 251.97%
68,064 $2.27 Million
Q1 2024

May 16, 2024

SELL
$31.21 - $34.82 $458,443 - $511,470
-14,689 Reduced 43.17%
19,338 $673,000
Q4 2023

Mar 15, 2024

BUY
$26.48 - $33.23 $388,964 - $488,115
14,689 Added 75.96%
34,027 $1.12 Million
Q3 2023

Dec 01, 2023

BUY
$27.7 - $30.38 $25,013 - $27,433
903 Added 4.9%
19,338 $545,000
Q2 2023

Jul 27, 2023

SELL
$24.91 - $28.31 $2,316 - $2,632
-93 Reduced 0.5%
18,435 $521,000
Q1 2023

May 17, 2023

SELL
$25.54 - $29.71 $21,198 - $24,659
-830 Reduced 4.29%
18,528 $493,000
Q4 2022

Feb 21, 2023

SELL
$23.78 - $27.72 $87,534 - $102,037
-3,681 Reduced 15.98%
19,358 $504,000
Q3 2022

Nov 14, 2022

SELL
$23.0 - $27.75 $6,509 - $7,853
-283 Reduced 1.21%
23,039 $533,000
Q2 2022

Aug 12, 2022

BUY
$23.62 - $28.23 $82,173 - $98,212
3,479 Added 17.53%
23,322 $557,000
Q1 2022

May 02, 2022

BUY
$27.17 - $30.89 $539,134 - $612,950
19,843 New
19,843 $554,000

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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