Aprio Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Aprio Wealth Management, LLC

$902 Million
Q3 2025

A detailed history of Aprio Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 168,952 shares of SDVY stock, worth $6.33 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

168,952

Previous 178,088 5.13%

Holding current value

$6.33 Million

Previous $6.28 Million 2.24%

% of portfolio

0.71%

Previous 0.78%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$35.42 - $38.65 $323,597 - $353,106	-9,136 Reduced 5.13%	168,952 $6.42 Million
Q2 2025 Aug 14, 2025	SELL	$29.52 - $35.31 $1.1 Million - $1.31 Million	-37,160 Reduced 17.26%	178,088 $6.28 Million
Q1 2025 May 15, 2025	BUY	$32.49 - $37.99 $453,105 - $529,808	13,946 Added 6.93%	215,248 $7.21 Million
Q4 2024 Jan 10, 2025	BUY	$35.45 - $40.33 $560,783 - $637,980	15,819 Added 8.53%	201,302 $7.22 Million
Q3 2024 Oct 07, 2024	BUY	$32.65 - $36.69 $111,532 - $125,333	3,416 Added 1.88%	185,483 $6.75 Million

Q2 2024 Jul 10, 2024	BUY	$32.33 - $34.91 $41,026 - $44,300	1,269 Added 0.7%	182,067 $6.08 Million
Q1 2024 Apr 10, 2024	BUY	$31.21 - $34.82 $630,816 - $703,781	20,212 Added 12.59%	180,798 $6.3 Million
Q4 2023 Jan 17, 2024	BUY	$26.48 - $33.23 $401,516 - $503,866	15,163 Added 10.43%	160,586 $5.26 Million
Q3 2023 Oct 10, 2023	BUY	$27.7 - $30.38 $433,366 - $475,295	15,645 Added 12.06%	145,423 $4.11 Million
Q2 2023 Jul 13, 2023	BUY	$24.91 - $28.31 $64,566 - $73,379	2,592 Added 2.04%	129,778 $3.67 Million
Q1 2023 Apr 14, 2023	BUY	$25.54 - $29.71 $627,058 - $729,439	24,552 Added 23.92%	127,186 $3.39 Million
Q4 2022 Jan 11, 2023	SELL	$23.78 - $27.72 $1.99 Million - $2.32 Million	-83,753 Reduced 44.94%	102,634 $0
Q3 2022 Oct 13, 2022	BUY	$23.0 - $27.75 $78,177 - $94,322	3,399 Added 1.86%	186,387 $4.31 Million
Q2 2022 Jul 26, 2022	BUY	$23.62 - $28.23 $245,104 - $292,942	10,377 Added 6.01%	182,988 $4.37 Million
Q1 2022 Apr 19, 2022	BUY	$27.17 - $30.89 $4.69 Million - $5.33 Million	172,611 New	172,611 $4.81 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
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Aprio Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History