Principal Securities, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Principal Securities, Inc.

$5.32 Trillion
Q2 2025

A detailed history of Principal Securities, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Principal Securities, Inc. holds 120,784 shares of SDVY stock, worth $4.4 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

120,784

Previous 75,976 58.98%

Holding current value

$4.4 Million

Previous $2.72 Billion 56.45%

% of portfolio

0.08%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$29.52 - $35.31 $1.32 Million - $1.58 Million	44,808 Added 58.98%	120,784 $4.26 Billion
Q4 2024 Jan 30, 2025	BUY	$35.45 - $40.33 $636,008 - $723,560	17,941 Added 30.91%	75,976 $2.72 Billion
Q3 2024 Oct 28, 2024	BUY	$32.65 - $36.69 $362,872 - $407,772	11,114 Added 23.69%	58,035 $2.11 Billion
Q2 2024 Jul 31, 2024	BUY	$32.33 - $34.91 $480,650 - $519,006	14,867 Added 46.38%	46,921 $1.57 Billion
Q1 2024 May 10, 2024	BUY	$31.21 - $34.82 $540,120 - $602,594	17,306 Added 117.34%	32,054 $1.12 Billion
Q4 2023 Feb 07, 2024	BUY	$26.48 - $33.23 $390,527 - $490,076	14,748 New	14,748 $483 Million

Others Institutions Holding SDVY

# of Institutions

493

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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Principal Securities, Inc. First Tr ETF Vi Smid Cap Risin Transaction History