Stifel Financial Corp First Tr ETF Vi Smid Cap Risin Transaction History

Stifel Financial Corp

$106 Billion
Q3 2025

A detailed history of Stifel Financial Corp transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Stifel Financial Corp holds 3,978,002 shares of SDVY stock, worth $149 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

3,978,002

Previous 3,463,545 14.85%

Holding current value

$149 Million

Previous $122 Million 23.77%

% of portfolio

0.14%

Previous 0.12%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$35.42 - $38.65 $18.2 Million - $19.9 Million	514,457 Added 14.85%	3,978,002 $151 Million
Q2 2025 Aug 14, 2025	SELL	$29.52 - $35.31 $470,135 - $562,347	-15,926 Reduced 0.46%	3,463,545 $122 Million
Q1 2025 May 13, 2025	BUY	$32.49 - $37.99 $23 Million - $26.9 Million	707,718 Added 25.53%	3,479,471 $117 Million
Q4 2024 Feb 13, 2025	BUY	$35.45 - $40.33 $10.2 Million - $11.6 Million	286,502 Added 11.53%	2,771,753 $99.4 Million
Q3 2024 Nov 14, 2024	BUY	$32.65 - $36.69 $11.4 Million - $12.8 Million	347,799 Added 16.27%	2,485,251 $90.4 Million

Q2 2024 Aug 13, 2024	BUY	$32.33 - $34.91 $1.48 Million - $1.6 Million	45,914 Added 2.2%	2,137,452 $71.3 Million
Q1 2024 May 13, 2024	BUY	$31.21 - $34.82 $16.3 Million - $18.2 Million	522,254 Added 33.28%	2,091,538 $72.8 Million
Q4 2023 Feb 12, 2024	BUY	$26.48 - $33.23 $15.2 Million - $19.1 Million	574,141 Added 57.69%	1,569,284 $51.4 Million
Q3 2023 Nov 13, 2023	BUY	$27.7 - $30.38 $3.92 Million - $4.3 Million	141,410 Added 16.56%	995,143 $28.1 Million
Q2 2023 Aug 14, 2023	BUY	$24.91 - $28.31 $7.69 Million - $8.74 Million	308,635 Added 56.62%	853,733 $24.2 Million
Q1 2023 May 12, 2023	BUY	$25.54 - $29.71 $1.77 Million - $2.06 Million	69,175 Added 14.53%	545,098 $14.5 Million
Q4 2022 Feb 13, 2023	BUY	$23.78 - $27.72 $3.64 Million - $4.24 Million	152,914 Added 47.34%	475,923 $12.4 Million
Q3 2022 Nov 14, 2022	SELL	$23.0 - $27.75 $706,721 - $852,674	-30,727 Reduced 8.69%	323,009 $7.47 Million
Q2 2022 Aug 15, 2022	SELL	$23.62 - $28.23 $7.64 Million - $9.13 Million	-323,440 Reduced 47.76%	353,736 $8.45 Million
Q1 2022 May 13, 2022	SELL	$27.17 - $30.89 $606,461 - $689,495	-22,321 Reduced 3.19%	677,176 $18.9 Million
Q4 2021 Feb 14, 2022	BUY	$28.58 - $30.81 $9.91 Million - $10.7 Million	346,582 Added 98.21%	699,497 $21.2 Million
Q3 2021 Nov 15, 2021	SELL	$27.62 - $30.12 $1.36 Million - $1.48 Million	-49,210 Reduced 12.24%	352,915 $9.98 Million
Q2 2021 Aug 13, 2021	BUY	$28.0 - $30.39 $11 Million - $12 Million	393,518 Added 4572.07%	402,125 $11.7 Million
Q1 2021 May 14, 2021	BUY	$23.74 - $28.92 $204,330 - $248,914	8,607 New	8,607 $244,000

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

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Stifel Financial Corp First Tr ETF Vi Smid Cap Risin Transaction History