Cottage Street Advisors LLC First Tr ETF Vi Smid Cap Risin Transaction History

Cottage Street Advisors LLC

  • $236 Billion
  • Q4 2025

A detailed history of Cottage Street Advisors LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Cottage Street Advisors LLC holds 20,580 shares of SDVY stock, worth $771,544. This represents 0.33% of its overall portfolio holdings.

Number of Shares
20,580
Previous 20,260 1.58%
Holding current value
$771,544
Previous $770 Million 2.38%
% of portfolio
0.33%
Previous 0.33%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
BUY
$36.47 - $38.19 $11,670 - $12,220
320 Added 1.58%
20,580 $789 Million
Q3 2025

Nov 12, 2025
BUY
$35.42 - $38.65 $56,707 - $61,878
1,601 Added 8.58%
20,260 $770 Million
Q2 2025

Aug 04, 2025
SELL
$29.52 - $35.31 $52,279 - $62,534
-1,771 Reduced 8.67%
18,659 $658 Million
Q1 2025

Apr 21, 2025
BUY
$32.49 - $37.99 $33,529 - $39,205
1,032 Added 5.32%
20,430 $684 Million
Q4 2024

Feb 11, 2025
BUY
$35.45 - $40.33 $33,358 - $37,950
941 Added 5.1%
19,398 $695 Million
Q3 2024

Nov 12, 2024
BUY
$32.65 - $36.69 $78,457 - $88,166
2,403 Added 14.97%
18,457 $671 Million
Q2 2024

Jul 23, 2024
BUY
$32.33 - $34.91 $519,025 - $560,445
16,054 New
16,054 $536 Million
Q4 2023

Jan 18, 2024
BUY
$26.48 - $33.23 $36,436 - $45,724
1,376 Added 11.27%
13,586 $445 Million
Q3 2023

Nov 06, 2023
BUY
$27.7 - $30.38 $53,544 - $58,724
1,933 Added 18.81%
12,210 $345 Million
Q2 2023

Jul 24, 2023
BUY
$24.91 - $28.31 $256,000 - $290,941
10,277 New
10,277 $291 Million

Others Institutions Holding SDVY

# of Institutions
517
Shares Held
192M
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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