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

New Edge Advisors, LLC

$16.2 Billion
Q1 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 1,481,182 shares of SDVY stock, worth $48.2 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

1,481,182

Previous 673,608 119.89%

Holding current value

$48.2 Million

Previous $24.1 Million 105.48%

% of portfolio

0.31%

Previous 0.15%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

501

Shares Held

186M

Call Options Held

10.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

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