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

Smith Chas P & Associates Pa Cpas

$1.72 Billion
Q1 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 1,002,461 shares of SDVY stock, worth $34.8 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares

1,002,461

Previous 975,635 2.75%

Holding current value

$34.8 Million

Previous $35 Million 3.99%

% of portfolio

1.95%

Previous 2.01%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

502

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