Prospera Financial Services Inc First Tr ETF Vi Smid Cap Risin Transaction History

Prospera Financial Services Inc

$5.55 Billion
Q3 2025

A detailed history of Prospera Financial Services Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Prospera Financial Services Inc holds 804,751 shares of SDVY stock, worth $30.2 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

804,751

Previous 834,088 3.52%

Holding current value

$30.2 Million

Previous $29.4 Million 3.98%

% of portfolio

0.55%

Previous 0.58%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$35.42 - $38.65 $1.04 Million - $1.13 Million	-29,337 Reduced 3.52%	804,751 $30.6 Million
Q2 2025 Aug 06, 2025	BUY	$29.52 - $35.31 $873,290 - $1.04 Million	29,583 Added 3.68%	834,088 $29.4 Million
Q1 2025 May 15, 2025	BUY	$32.49 - $37.99 $2.95 Million - $3.45 Million	90,842 Added 12.73%	804,505 $27 Million
Q4 2024 Feb 13, 2025	BUY	$35.45 - $40.33 $1.84 Million - $2.09 Million	51,834 Added 7.83%	713,663 $25.6 Million
Q3 2024 Nov 07, 2024	BUY	$32.65 - $36.69 $3.74 Million - $4.21 Million	114,683 Added 20.96%	661,829 $24.1 Million

Q2 2024 Aug 13, 2024	BUY	$32.33 - $34.91 $447,705 - $483,433	13,848 Added 2.6%	547,146 $18.3 Million
Q1 2024 Aug 13, 2024	BUY	$31.21 - $34.82 $3.56 Million - $3.98 Million	114,165 Added 20.87%	661,311 $23 Million
Q4 2023 Feb 14, 2024	SELL	$26.48 - $33.23 $2.2 Million - $2.77 Million	-83,226 Reduced 13.5%	533,298 $17.5 Million
Q3 2023 Nov 13, 2023	BUY	$27.7 - $30.38 $2.53 Million - $2.78 Million	91,501 Added 17.43%	616,524 $17.4 Million
Q2 2023 Aug 08, 2023	BUY	$24.91 - $28.31 $2.24 Million - $2.55 Million	90,117 Added 20.72%	525,023 $14.9 Million
Q1 2023 May 12, 2023	BUY	$25.54 - $29.71 $267,403 - $311,063	10,470 Added 2.47%	434,906 $11.6 Million
Q4 2022 Feb 08, 2023	BUY	$23.78 - $27.72 $5.81 Million - $6.77 Million	244,217 Added 135.51%	424,436 $11.1 Million
Q3 2022 Oct 27, 2022	BUY	$23.0 - $27.75 $988,011 - $1.19 Million	42,957 Added 31.3%	180,219 $4.17 Million
Q2 2022 Aug 08, 2022	SELL	$23.62 - $28.23 $2.29 Million - $2.74 Million	-97,001 Reduced 41.41%	137,262 $3.28 Million
Q1 2022 May 04, 2022	BUY	$27.17 - $30.89 $4.98 Million - $5.66 Million	183,330 Added 359.94%	234,263 $6.53 Million
Q4 2021 Feb 10, 2022	BUY	$28.58 - $30.81 $1.46 Million - $1.57 Million	50,933 New	50,933 $1.54 Million

Others Institutions Holding SDVY

# of Institutions

515

Shares Held

191M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Prospera Financial Services Inc First Tr ETF Vi Smid Cap Risin Transaction History