Sigma Planning Corp First Tr ETF Vi Smid Cap Risin Transaction History

Sigma Planning Corp

$3.18 Billion
Q2 2025

A detailed history of Sigma Planning Corp transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Sigma Planning Corp holds 394,835 shares of SDVY stock, worth $14.8 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

394,835

Previous 557,301 29.15%

Holding current value

$14.8 Million

Previous $18.7 Million 25.39%

% of portfolio

0.44%

Previous 0.62%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$29.52 - $35.31 $4.8 Million - $5.74 Million	-162,466 Reduced 29.15%	394,835 $13.9 Million
Q1 2025 May 01, 2025	BUY	$32.49 - $37.99 $1.18 Million - $1.38 Million	36,251 Added 6.96%	557,301 $18.7 Million
Q4 2024 Feb 03, 2025	BUY	$35.45 - $40.33 $3.41 Million - $3.88 Million	96,286 Added 22.67%	521,050 $18.7 Million
Q3 2024 Nov 01, 2024	BUY	$32.65 - $36.69 $278,896 - $313,405	8,542 Added 2.05%	424,764 $15.5 Million
Q2 2024 Aug 05, 2024	BUY	$32.33 - $34.91 $6.06 Million - $6.54 Million	187,339 Added 81.85%	416,222 $13.9 Million
Q1 2024 May 01, 2024	BUY	$31.21 - $34.82 $5.94 Million - $6.63 Million	190,471 Added 495.86%	228,883 $7.97 Million
Q4 2023 Feb 01, 2024	SELL	$26.48 - $33.23 $1.29 Million - $1.62 Million	-48,687 Reduced 55.9%	38,412 $1.26 Million
Q3 2023 Nov 06, 2023	SELL	$27.7 - $30.38 $46,646 - $51,159	-1,684 Reduced 1.9%	87,099 $2.46 Million
Q2 2023 Aug 01, 2023	BUY	$24.91 - $28.31 $396,044 - $450,100	15,899 Added 21.81%	88,783 $2.51 Million
Q1 2023 May 05, 2023	SELL	$25.54 - $29.71 $1.25 Million - $1.46 Million	-49,039 Reduced 40.22%	72,884 $1.94 Million
Q4 2022 Jan 24, 2023	SELL	$23.78 - $27.72 $455,553 - $531,032	-19,157 Reduced 13.58%	121,923 $0
Q3 2022 Nov 10, 2022	BUY	$23.0 - $27.75 $783,932 - $945,831	34,084 Added 31.86%	141,080 $3.26 Million
Q2 2022 Aug 11, 2022	BUY	$23.62 - $28.23 $388,029 - $463,762	16,428 Added 18.14%	106,996 $2.56 Million
Q1 2022 Apr 20, 2022	BUY	$27.17 - $30.89 $2.16 Million - $2.46 Million	79,621 Added 727.33%	90,568 $2.52 Million
Q4 2021 Feb 02, 2022	BUY	$28.58 - $30.81 $3,029 - $3,265	106 Added 0.98%	10,947 $332,000
Q3 2021 Oct 28, 2021	SELL	$27.62 - $30.12 $4,253 - $4,638	-154 Reduced 1.4%	10,841 $306,000
Q2 2021 Aug 13, 2021	BUY	$28.0 - $30.39 $30,940 - $33,580	1,105 Added 11.17%	10,995 $320,000
Q1 2021 May 06, 2021	BUY	$23.74 - $28.92 $234,788 - $286,018	9,890 New	9,890 $281,000

Others Institutions Holding SDVY

# of Institutions

496

Shares Held

186M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sigma Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Sigma Planning Corp with notifications on news.

Account

Sigma Planning Corp First Tr ETF Vi Smid Cap Risin Transaction History