Stephens Inc First Tr ETF Vi Smid Cap Risin Transaction History

Stephens Inc

$7.43 Billion
Q3 2025

A detailed history of Stephens Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Stephens Inc holds 95,951 shares of SDVY stock, worth $3.6 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

95,951

Previous 92,821 3.37%

Holding current value

$3.6 Million

Previous $3.27 Million 11.42%

% of portfolio

0.05%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$35.42 - $38.65 $110,864 - $120,974	3,130 Added 3.37%	95,951 $3.65 Million
Q2 2025 Jul 29, 2025	SELL	$29.52 - $35.31 $26,538 - $31,743	-899 Reduced 0.96%	92,821 $3.27 Million
Q1 2025 May 01, 2025	BUY	$32.49 - $37.99 $131,454 - $153,707	4,046 Added 4.51%	93,720 $3.14 Million
Q4 2024 Jan 28, 2025	BUY	$35.45 - $40.33 $2.48 Million - $2.83 Million	70,073 Added 357.5%	89,674 $3.21 Million
Q3 2024 Oct 28, 2024	BUY	$32.65 - $36.69 $157,601 - $177,102	4,827 Added 32.67%	19,601 $713,000

Q2 2024 Aug 06, 2024	BUY	$32.33 - $34.91 $231,191 - $249,641	7,151 Added 93.81%	14,774 $493,000
Q1 2024 May 15, 2024	BUY	$31.21 - $34.82 $237,913 - $265,432	7,623 New	7,623 $265,000
Q2 2022 Aug 03, 2022	SELL	$23.62 - $28.23 $83,543 - $99,849	-3,537 Reduced 23.62%	11,435 $273,000
Q1 2022 May 04, 2022	BUY	$27.17 - $30.89 $23,963 - $27,244	882 Added 6.26%	14,972 $417,000
Q4 2021 Mar 07, 2022	BUY	$28.58 - $30.81 $402,692 - $434,112	14,090 New	14,090 $427,000

Others Institutions Holding SDVY

# of Institutions

514

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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