Breakthru Advisory Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Breakthru Advisory Services, LLC

$156 Billion
Q4 2025

A detailed history of Breakthru Advisory Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Breakthru Advisory Services, LLC holds 5,880 shares of SDVY stock, worth $220,441. This represents 0.14% of its overall portfolio holdings.

Number of Shares

5,880

Previous 5,806 1.27%

Holding current value

$220,441

Previous $221 Million 2.07%

% of portfolio

0.14%

Previous 0.15%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$36.47 - $38.19 $2,698 - $2,826	74 Added 1.27%	5,880 $225 Million
Q3 2025 Oct 09, 2025	SELL	$35.42 - $38.65 $7.46 Million - $8.14 Million	-210,725 Reduced 97.32%	5,806 $221 Million
Q1 2025 Apr 22, 2025	SELL	$32.49 - $37.99 $120,180 - $140,525	-3,699 Reduced 1.68%	216,531 $7.25 Billion
Q4 2024 Feb 18, 2025	BUY	$35.45 - $40.33 $7.81 Million - $8.88 Million	220,230 New	220,230 $7.9 Billion

Others Institutions Holding SDVY

# of Institutions

517

Shares Held

192M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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Breakthru Advisory Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History