Presidio Capital Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Presidio Capital Management, LLC

$258 Million
Q2 2025

A detailed history of Presidio Capital Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Presidio Capital Management, LLC holds 8,848 shares of SDVY stock, worth $323,394. This represents 0.12% of its overall portfolio holdings.

Number of Shares

8,848

Previous 7,438 18.96%

Holding current value

$323,394

Previous $248,000 25.81%

% of portfolio

0.12%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$29.52 - $35.31 $41,623 - $49,787	1,410 Added 18.96%	8,848 $312,000
Q1 2025 Apr 08, 2025	SELL	$32.49 - $37.99 $7.97 Million - $9.32 Million	-245,308 Reduced 97.06%	7,438 $248,000
Q4 2024 Feb 14, 2025	SELL	$35.45 - $40.33 $3.02 Million - $3.43 Million	-85,079 Reduced 25.18%	252,746 $9.06 Million
Q3 2024 Oct 31, 2024	BUY	$32.65 - $36.69 $1.53 Million - $1.72 Million	46,999 Added 16.16%	337,825 $12.3 Million
Q2 2024 Jul 26, 2024	SELL	$32.33 - $34.91 $252,303 - $272,437	-7,804 Reduced 2.61%	290,826 $9.71 Million
Q1 2024 Apr 24, 2024	BUY	$31.21 - $34.82 $9.32 Million - $10.4 Million	298,630 New	298,630 $10.4 Million

Others Institutions Holding SDVY

# of Institutions

503

Shares Held

187M

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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Presidio Capital Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History