Coppell Advisory Solutions LLC First Tr ETF Vi Smid Cap Risin Transaction History

Coppell Advisory Solutions LLC

  • $944 Billion
  • Q3 2025

A detailed history of Coppell Advisory Solutions LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 11,973 shares of SDVY stock, worth $448,867. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,973
Previous 7,208 66.11%
Holding current value
$448,867
Previous $255 Million 78.81%
% of portfolio
0.05%
Previous 0.03%

Shares

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

Nov 13, 2025
BUY
$35.42 - $38.65 $168,776 - $184,167
4,765 Added 66.11%
11,973 $455 Million
Q2 2025

Aug 14, 2025
BUY
$29.52 - $35.31 $17,712 - $21,186
600 Added 9.08%
7,208 $255 Million
Q1 2025

May 15, 2025
BUY
$32.49 - $37.99 $30,508 - $35,672
939 Added 16.56%
6,608 $216 Million
Q4 2024

Feb 14, 2025
BUY
$35.45 - $40.33 $68,453 - $77,877
1,931 Added 51.66%
5,669 $202 Million
Q3 2024

Nov 14, 2024
SELL
$32.65 - $36.69 $678,989 - $763,005
-20,796 Reduced 84.76%
3,738 $136 Million
Q2 2024

Aug 15, 2024
BUY
$32.33 - $34.91 $792,602 - $855,853
24,516 Added 136200.0%
24,534 $819 Million
Q4 2023

Feb 14, 2024
SELL
$26.48 - $33.23 $64,955 - $81,513
-2,453 Reduced 99.27%
18 $590,000
Q3 2023

Nov 14, 2023
BUY
$27.7 - $30.38 $67,948 - $74,522
2,453 Added 13627.78%
2,471 $64.4 Million
Q2 2023

Aug 17, 2023
BUY
$24.91 - $28.31 $448 - $509
18 New
18 $508,000
Q1 2023

May 19, 2023
SELL
$25.54 - $29.71 $63,109 - $73,413
-2,471 Closed
0 $0
Q4 2022

May 19, 2023
BUY
$23.78 - $27.72 $58,760 - $68,496
2,471 New
2,471 $64.4 Million

Others Institutions Holding SDVY

# of Institutions
513
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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