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

New Edge Advisors, LLC

  • $18.3 Billion
  • Q2 2025

A detailed history of New Edge Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, New Edge Advisors, LLC holds 953,881 shares of SDVY stock, worth $36 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
953,881
Previous 1,481,182 35.6%
Holding current value
$36 Million
Previous $49.6 Million 32.18%
% of portfolio
0.18%
Previous 0.31%

Shares

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

Aug 14, 2025
SELL
$29.52 - $35.31 $15.6 Million - $18.6 Million
-527,301 Reduced 35.6%
953,881 $33.7 Million
Q1 2025

May 15, 2025
BUY
$32.49 - $37.99 $26.2 Million - $30.7 Million
807,574 Added 119.89%
1,481,182 $49.6 Million
Q4 2024

Feb 13, 2025
BUY
$35.45 - $40.33 $10.7 Million - $12.2 Million
302,042 Added 81.29%
673,608 $24.1 Million
Q3 2024

Nov 14, 2024
BUY
$32.65 - $36.69 $7.07 Million - $7.95 Million
216,626 Added 139.81%
371,566 $13.5 Million
Q2 2024

Aug 15, 2024
BUY
$32.33 - $34.91 $1.59 Million - $1.72 Million
49,160 Added 46.47%
154,940 $5.17 Million
Q1 2024

May 14, 2024
SELL
$31.21 - $34.82 $311,413 - $347,433
-9,978 Reduced 8.62%
105,780 $3.68 Million
Q4 2023

Feb 13, 2024
BUY
$26.48 - $33.23 $468,616 - $588,071
17,697 Added 18.05%
115,758 $3.79 Million
Q3 2023

Nov 14, 2023
BUY
$27.7 - $30.38 $1.5 Million - $1.65 Million
54,246 Added 123.81%
98,061 $2.77 Million
Q2 2023

Aug 14, 2023
SELL
$24.91 - $28.31 $338,153 - $384,308
-13,575 Reduced 23.65%
43,815 $1.24 Million
Q1 2023

May 12, 2023
SELL
$25.54 - $29.71 $1.19 Million - $1.38 Million
-46,554 Reduced 44.79%
57,390 $1.53 Million
Q4 2022

Feb 14, 2023
SELL
$23.78 - $27.72 $585,297 - $682,272
-24,613 Reduced 19.15%
103,944 $2.71 Million
Q3 2022

Nov 14, 2022
SELL
$23.0 - $27.75 $208,587 - $251,664
-9,069 Reduced 6.59%
128,557 $2.97 Million
Q2 2022

Aug 09, 2022
SELL
$23.62 - $28.23 $106,408 - $127,176
-4,505 Reduced 3.17%
137,626 $3.29 Million
Q1 2022

May 13, 2022
SELL
$27.17 - $30.89 $37,440 - $42,566
-1,378 Reduced 0.96%
142,131 $3.96 Million
Q4 2021

Feb 17, 2022
BUY
$28.58 - $30.81 $4.1 Million - $4.42 Million
143,509 New
143,509 $4.35 Million

Others Institutions Holding SDVY

# of Institutions
494
Shares Held
186M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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