Calton & Associates, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Calton & Associates, Inc.

$622 Million
Q3 2025

A detailed history of Calton & Associates, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Calton & Associates, Inc. holds 76,311 shares of SDVY stock, worth $2.86 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

76,311

Previous 72,137 5.79%

Holding current value

$2.86 Million

Previous $2.54 Million 14.03%

% of portfolio

0.47%

Previous 0.47%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$35.42 - $38.65 $147,843 - $161,325	4,174 Added 5.79%	76,311 $2.9 Million
Q2 2025 Aug 12, 2025	BUY	$29.52 - $35.31 $1.75 Million - $2.1 Million	59,387 Added 465.78%	72,137 $2.54 Million
Q1 2025 May 15, 2025	SELL	$32.49 - $37.99 $1.21 Million - $1.41 Million	-37,146 Reduced 74.45%	12,750 $427,000
Q1 2025 May 05, 2025	BUY	$32.49 - $37.99 $1.42 Million - $1.65 Million	43,555 Added 686.88%	49,896 $1.67 Million
Q4 2024 Jan 23, 2025	BUY	$35.45 - $40.33 $224,788 - $255,732	6,341 New	6,341 $227,000

Q2 2024 Jul 19, 2024	BUY	$32.33 - $34.91 $205,004 - $221,364	6,341 New	6,341 $211,000
Q2 2022 Jul 12, 2022	SELL	$23.62 - $28.23 $178,803 - $213,701	-7,570 Closed	0 $0
Q1 2022 Apr 12, 2022	BUY	$27.17 - $30.89 $205,676 - $233,837	7,570 New	7,570 $210,000

Others Institutions Holding SDVY

# of Institutions

514

Shares Held

191M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Calton & Associates, Inc. First Tr ETF Vi Smid Cap Risin Transaction History