Ballew Advisors, Inc First Tr ETF Vi Smid Cap Risin Transaction History

Ballew Advisors, Inc

$166 Million
Q4 2025

A detailed history of Ballew Advisors, Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Ballew Advisors, Inc holds 30,731 shares of SDVY stock, worth $1.15 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

30,731

Previous 30,389 1.13%

Holding current value

$1.15 Million

Previous $1.16 Million 0.26%

% of portfolio

0.69%

Previous 0.68%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	BUY	$36.47 - $38.19 $12,472 - $13,060	342 Added 1.13%	30,731 $1.15 Million
Q3 2025 Oct 15, 2025	BUY	$35.42 - $38.65 $73,283 - $79,966	2,069 Added 7.31%	30,389 $1.16 Million
Q2 2025 Jul 08, 2025	BUY	$29.52 - $35.31 $66,656 - $79,729	2,258 Added 8.66%	28,320 $999,000
Q1 2025 Apr 16, 2025	BUY	$32.49 - $37.99 $162,450 - $189,950	5,000 Added 23.74%	26,062 $873,000
Q4 2024 Jan 15, 2025	BUY	$35.45 - $40.33 $151,761 - $172,652	4,281 Added 25.51%	21,062 $755,000

Q3 2024 Oct 10, 2024	BUY	$32.65 - $36.69 $547,899 - $615,694	16,781 New	16,781 $610,000

Others Institutions Holding SDVY

# of Institutions

515

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

More about SDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ballew Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ballew Advisors, Inc with notifications on news.

Account

Ballew Advisors, Inc First Tr ETF Vi Smid Cap Risin Transaction History