A detailed history of Atria Investments LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Atria Investments LLC holds 237,386 shares of SDVY stock, worth $8.9 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
237,386
Previous 307,056 22.69%
Holding current value
$8.9 Million
Previous $10.8 Million 16.68%
% of portfolio
0.11%
Previous 0.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025

SELL
$35.42 - $38.65 $2.47 Million - $2.69 Million
-69,670 Reduced 22.69%
237,386 $9.03 Million
Q2 2025

Aug 04, 2025

SELL
$29.52 - $35.31 $3.63 Million - $4.34 Million
-122,819 Reduced 28.57%
307,056 $10.8 Million
Q1 2025

May 06, 2025

SELL
$32.49 - $37.99 $1.39 Million - $1.63 Million
-42,801 Reduced 9.06%
429,875 $14.4 Million
Q4 2024

Feb 06, 2025

BUY
$35.45 - $40.33 $871,928 - $991,956
24,596 Added 5.49%
472,676 $16.9 Million
Q3 2024

Nov 01, 2024

BUY
$32.65 - $36.69 $589,495 - $662,437
18,055 Added 4.2%
448,080 $16.3 Million
Q2 2024

Aug 13, 2024

BUY
$32.33 - $34.91 $6.37 Million - $6.88 Million
197,164 Added 84.67%
430,025 $14.4 Million
Q1 2024

May 21, 2024

BUY
$31.21 - $34.82 $7.27 Million - $8.11 Million
232,861 New
232,861 $8.11 Million
Q3 2023

Nov 07, 2023

SELL
$27.7 - $30.38 $360,792 - $395,699
-13,025 Reduced 26.19%
36,714 $1.04 Million
Q2 2023

Aug 04, 2023

BUY
$24.91 - $28.31 $1.24 Million - $1.41 Million
49,739 New
49,739 $1.41 Million
Q4 2022

Jan 31, 2023

BUY
$23.78 - $27.72 $973,172 - $1.13 Million
40,924 New
40,924 $1.07 Million
Q2 2022

Aug 11, 2022

BUY
$23.62 - $28.23 $1.61 Million - $1.93 Million
68,227 New
68,227 $1.63 Million

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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