Smith Chas P & Associates Pa Cpas First Tr ETF Vi Smid Cap Risin Transaction History

Smith Chas P & Associates Pa Cpas

$1.78 Billion
Q2 2025

A detailed history of Smith Chas P & Associates Pa Cpas transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Smith Chas P & Associates Pa Cpas holds 1,028,128 shares of SDVY stock, worth $38.6 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares

1,028,128

Previous 1,002,461 2.56%

Holding current value

$38.6 Million

Previous $33.6 Million 8.01%

% of portfolio

2.04%

Previous 1.95%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$29.52 - $35.31 $757,689 - $906,301	25,667 Added 2.56%	1,028,128 $36.3 Million
Q1 2025 May 08, 2025	BUY	$32.49 - $37.99 $871,576 - $1.02 Million	26,826 Added 2.75%	1,002,461 $33.6 Million
Q4 2024 Jan 21, 2025	BUY	$35.45 - $40.33 $683,865 - $778,006	19,291 Added 2.02%	975,635 $35 Million
Q3 2024 Oct 11, 2024	SELL	$32.65 - $36.69 $495,398 - $556,697	-15,173 Reduced 1.56%	956,344 $34.8 Million
Q2 2024 Jul 29, 2024	BUY	$32.33 - $34.91 $31.4 Million - $33.9 Million	971,517 New	971,517 $32.4 Million

Others Institutions Holding SDVY

# of Institutions

494

Shares Held

185M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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Smith Chas P & Associates Pa Cpas First Tr ETF Vi Smid Cap Risin Transaction History