Capital Advantage, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Capital Advantage, Inc.

$664 Million
Q4 2025

A detailed history of Capital Advantage, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Capital Advantage, Inc. holds 77,232 shares of SDVY stock, worth $2.9 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

77,232

Previous 54,956 40.53%

Holding current value

$2.9 Million

Previous $2.09 Million 38.58%

% of portfolio

0.44%

Previous 0.35%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$36.47 - $38.19 $812,405 - $850,720	22,276 Added 40.53%	77,232 $2.9 Million
Q3 2025 Oct 22, 2025	BUY	$35.42 - $38.65 $379,348 - $413,941	10,710 Added 24.21%	54,956 $2.09 Million
Q2 2025 Jul 11, 2025	BUY	$29.52 - $35.31 $85,253 - $101,975	2,888 Added 6.98%	44,246 $1.56 Million
Q4 2024 Feb 14, 2025	BUY	$35.45 - $40.33 $185,899 - $211,490	5,244 Added 14.52%	41,358 $1.48 Million
Q3 2024 Nov 07, 2024	BUY	$32.65 - $36.69 $428,139 - $481,115	13,113 Added 57.01%	36,114 $1.31 Million

Q2 2024 Jul 11, 2024	BUY	$32.33 - $34.91 $182,826 - $197,416	5,655 Added 32.6%	23,001 $767,000
Q1 2024 May 14, 2024	BUY	$31.21 - $34.82 $541,368 - $603,987	17,346 New	17,346 $603,000

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 Capital Advantage, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Capital Advantage, Inc. with notifications on news.

Account

Capital Advantage, Inc. First Tr ETF Vi Smid Cap Risin Transaction History