Blue Chip Partners, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Blue Chip Partners, Inc.

  • $1.26 Billion
  • Q3 2025

A detailed history of Blue Chip Partners, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Blue Chip Partners, Inc. holds 563,009 shares of SDVY stock, worth $21.1 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares
563,009
Previous 540,503 4.16%
Holding current value
$21.1 Million
Previous $19.1 Million 12.26%
% of portfolio
1.7%
Previous 1.65%

Shares

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

Nov 14, 2025
BUY
$35.42 - $38.65 $797,162 - $869,856
22,506 Added 4.16%
563,009 $21.4 Million
Q2 2025

Aug 14, 2025
BUY
$29.52 - $35.31 $4.95 Million - $5.92 Million
167,729 Added 44.99%
540,503 $19.1 Million
Q1 2025

May 15, 2025
SELL
$32.49 - $37.99 $322,885 - $377,544
-9,938 Reduced 2.6%
372,774 $12.5 Million
Q4 2024

Jan 31, 2025
BUY
$35.45 - $40.33 $13.6 Million - $15.4 Million
382,712 New
382,712 $13.7 Million

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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