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

Summit Wealth Partners, LLC

$554 Billion
Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 16,999 shares of SDVY stock, worth $637,292. This represents 0.12% of its overall portfolio holdings.

Number of Shares

16,999

Previous 19,015 10.6%

Holding current value

$637,292

Previous $671 Million 3.66%

% of portfolio

0.12%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$35.42 - $38.65 $71,406 - $77,918	-2,016 Reduced 10.6%	16,999 $646 Million
Q2 2025 Aug 11, 2025	SELL	$29.52 - $35.31 $1.03 Million - $1.23 Million	-34,935 Reduced 64.75%	19,015 $671 Million
Q1 2025 May 06, 2025	SELL	$32.49 - $37.99 $367,624 - $429,856	-11,315 Reduced 17.34%	53,950 $1.81 Billion
Q4 2024 Jan 27, 2025	SELL	$35.45 - $40.33 $290,867 - $330,907	-8,205 Reduced 11.17%	65,265 $2.34 Billion
Q3 2024 Oct 28, 2024	BUY	$32.65 - $36.69 $377,140 - $423,806	11,551 Added 18.66%	73,470 $2.67 Billion

Q2 2024 Sep 11, 2024	BUY	$32.33 - $34.91 $673,078 - $726,791	20,819 Added 50.65%	61,919 $2.07 Billion
Q1 2024 Sep 11, 2024	BUY	$31.21 - $34.82 $696,388 - $776,938	22,313 Added 118.77%	41,100 $1.43 Billion
Q4 2023 Sep 11, 2024	BUY	$26.48 - $33.23 $497,479 - $624,292	18,787 New	18,787 $616 Million

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
Sector ETFs
Industry ETFs

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