Daymark Wealth Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Daymark Wealth Partners, LLC

  • $2.95 Billion
  • Q4 2025

A detailed history of Daymark Wealth Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 203,572 shares of SDVY stock, worth $7.63 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
203,572
Previous 217,359 6.34%
Holding current value
$7.63 Million
Previous $8.26 Million 7.65%
% of portfolio
0.26%
Previous 0.3%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
SELL
$36.47 - $38.19 $502,811 - $526,525
-13,787 Reduced 6.34%
203,572 $7.63 Million
Q3 2025

Oct 22, 2025
BUY
$35.42 - $38.65 $696,073 - $759,549
19,652 Added 9.94%
217,359 $8.26 Million
Q2 2025

Aug 04, 2025
SELL
$29.52 - $35.31 $5.31 Million - $6.35 Million
-179,973 Reduced 47.65%
197,707 $6.98 Million
Q1 2025

Apr 14, 2025
SELL
$32.49 - $37.99 $785,218 - $918,142
-24,168 Reduced 6.01%
377,680 $12.6 Million
Q4 2024

Jan 17, 2025
BUY
$35.45 - $40.33 $7.87 Million - $8.95 Million
221,992 Added 123.43%
401,848 $14.4 Million
Q3 2024

Oct 08, 2024
BUY
$32.65 - $36.69 $548,454 - $616,318
16,798 Added 10.3%
179,856 $6.54 Million
Q2 2024

Aug 14, 2024
BUY
$32.33 - $34.91 $4.65 Million - $5.02 Million
143,736 Added 743.9%
163,058 $5.44 Million
Q1 2024

Apr 10, 2024
BUY
$31.21 - $34.82 $315,064 - $351,507
10,095 Added 109.41%
19,322 $672,000
Q4 2023

Jan 09, 2024
BUY
$26.48 - $33.23 $244,330 - $306,613
9,227 New
9,227 $302,000

Others Institutions Holding SDVY

# of Institutions
520
Shares Held
192M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
Track This Portfolio

Track Daymark Wealth Partners, LLC Portfolio

Follow Daymark Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Daymark Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Daymark Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email