Aptus Capital Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Aptus Capital Advisors, LLC
- $12.7 Billion
- Q3 2025
A detailed history of Aptus Capital Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 470,400 shares of SDVY stock, worth $17.6 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
470,400
Previous 440,289
6.84%
Holding current value
$17.6 Million
Previous $15.5 Million
15.14%
% of portfolio
0.14%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding SDVY
# of Institutions
513Shares Held
191MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.8MShares$891 Million0.28% of portfolio
-
Morgan Stanley New York, NY17.8MShares$668 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.8MShares$482 Million0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$470 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.98MShares$299 Million0.02% of portfolio