Barnes Pettey Financial Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Barnes Pettey Financial Advisors, LLC

  • $177 Million
  • Q3 2025

A detailed history of Barnes Pettey Financial Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 15,971 shares of SDVY stock, worth $598,752. This represents 0.34% of its overall portfolio holdings.

Number of Shares
15,971
Previous 11,301 41.32%
Holding current value
$598,752
Previous $398,000 52.51%
% of portfolio
0.34%
Previous 0.27%

Shares

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

Nov 12, 2025
BUY
$35.42 - $38.65 $165,411 - $180,495
4,670 Added 41.32%
15,971 $607,000
Q2 2025

Aug 12, 2025
BUY
$29.52 - $35.31 $25,682 - $30,719
870 Added 8.34%
11,301 $398,000
Q1 2025

Apr 24, 2025
BUY
$32.49 - $37.99 $17,154 - $20,058
528 Added 5.33%
10,431 $349,000
Q4 2024

Jan 23, 2025
BUY
$35.45 - $40.33 $351,061 - $399,387
9,903 New
9,903 $355,000
Q4 2023

Feb 08, 2024
BUY
$26.48 - $33.23 $201,195 - $252,481
7,598 New
7,598 $248,000

Others Institutions Holding SDVY

# of Institutions
514
Shares Held
191M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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