Davis Investment Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Davis Investment Partners, LLC

$286 Billion
Q4 2025

A detailed history of Davis Investment Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Davis Investment Partners, LLC holds 14,580 shares of SDVY stock, worth $546,604. This represents 0.2% of its overall portfolio holdings.

Number of Shares

14,580

Previous 14,713 0.9%

Holding current value

$546,604

Previous $558 Million 1.11%

% of portfolio

0.2%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 06, 2026	SELL	$36.47 - $38.19 $4,850 - $5,079	-133 Reduced 0.9%	14,580 $565 Million
Q3 2025 Oct 20, 2025	SELL	$35.42 - $38.65 $67,935 - $74,130	-1,918 Reduced 11.53%	14,713 $558 Million
Q2 2025 Jul 08, 2025	SELL	$29.52 - $35.31 $216,263 - $258,681	-7,326 Reduced 30.58%	16,631 $598 Million
Q1 2025 Apr 15, 2025	BUY	$32.49 - $37.99 $812 - $949	25 Added 0.1%	23,957 $755 Million
Q4 2024 Jan 13, 2025	BUY	$35.45 - $40.33 $71,750 - $81,627	2,024 Added 9.24%	23,932 $847 Million

Q3 2024 Oct 07, 2024	SELL	$32.65 - $36.69 $269,852 - $303,242	-8,265 Reduced 27.39%	21,908 $787 Million
Q2 2024 Jul 18, 2024	BUY	$32.33 - $34.91 $302,414 - $326,548	9,354 Added 44.93%	30,173 $1.04 Billion
Q1 2024 Apr 15, 2024	BUY	$31.21 - $34.82 $649,760 - $724,917	20,819 New	20,819 $697 Million

Others Institutions Holding SDVY

# of Institutions

513

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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Davis Investment Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History