Columbia Advisory Partners LLC First Tr ETF Vi Smid Cap Risin Transaction History

Columbia Advisory Partners LLC

$122 Million
Q3 2025

A detailed history of Columbia Advisory Partners LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Columbia Advisory Partners LLC holds 19,156 shares of SDVY stock, worth $718,158. This represents 0.6% of its overall portfolio holdings.

Number of Shares

19,156

Previous 18,429 3.94%

Holding current value

$718,158

Previous $650,000 12.0%

% of portfolio

0.6%

Previous 0.58%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$35.42 - $38.65 $25,750 - $28,098	727 Added 3.94%	19,156 $728,000
Q2 2025 Jul 23, 2025	BUY	$29.52 - $35.31 $16,974 - $20,303	575 Added 3.22%	18,429 $650,000
Q1 2025 Apr 15, 2025	BUY	$32.49 - $37.99 $283,020 - $330,930	8,711 Added 95.28%	17,854 $596,000
Q4 2024 Jan 13, 2025	BUY	$35.45 - $40.33 $324,119 - $368,737	9,143 New	9,143 $327,000
Q4 2022 Jan 27, 2023	SELL	$23.78 - $27.72 $59,806 - $69,715	-2,515 Reduced 22.13%	8,848 $230,000

Q3 2022 Nov 07, 2022	BUY	$23.0 - $27.75 $5,750 - $6,937	250 Added 2.25%	11,363 $263,000
Q2 2022 Aug 03, 2022	BUY	$23.62 - $28.23 $75,631 - $90,392	3,202 Added 40.48%	11,113 $265,000
Q1 2022 Apr 29, 2022	BUY	$27.17 - $30.89 $214,941 - $244,370	7,911 New	7,911 $220,000

Others Institutions Holding SDVY

# of Institutions

513

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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Columbia Advisory Partners LLC First Tr ETF Vi Smid Cap Risin Transaction History