Belpointe Asset Management LLC First Tr ETF Vi Smid Cap Risin Transaction History

Belpointe Asset Management LLC

$2.9 Billion
Q4 2025

A detailed history of Belpointe Asset Management LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Belpointe Asset Management LLC holds 32,115 shares of SDVY stock, worth $1.2 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

32,115

Previous 31,746 1.16%

Holding current value

$1.2 Million

Previous $1.21 Million 0.25%

% of portfolio

0.04%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	BUY	$36.47 - $38.19 $13,457 - $14,092	369 Added 1.16%	32,115 $1.2 Million
Q3 2025 Oct 31, 2025	BUY	$35.42 - $38.65 $101,549 - $110,809	2,867 Added 9.93%	31,746 $1.21 Million
Q2 2025 Jul 22, 2025	BUY	$29.52 - $35.31 $54,169 - $64,793	1,835 Added 6.79%	28,879 $1.02 Million
Q1 2025 May 20, 2025	SELL	$32.49 - $37.99 $67,189 - $78,563	-2,068 Reduced 7.1%	27,044 $905,000
Q4 2024 Feb 13, 2025	BUY	$35.45 - $40.33 $28,749 - $32,707	811 Added 2.87%	29,112 $1.04 Million

Q3 2024 Nov 12, 2024	SELL	$32.65 - $36.69 $70,556 - $79,287	-2,161 Reduced 7.09%	28,301 $1.03 Million
Q2 2024 Aug 02, 2024	BUY	$32.33 - $34.91 $984,836 - $1.06 Million	30,462 New	30,462 $1.02 Million

Others Institutions Holding SDVY

# of Institutions

518

Shares Held

192M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Belpointe Asset Management LLC First Tr ETF Vi Smid Cap Risin Transaction History