Cwm, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Cwm, LLC

$33.3 Billion
Q3 2025

A detailed history of Cwm, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Cwm, LLC holds 417,627 shares of SDVY stock, worth $15.7 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

417,627

Previous 357,793 16.72%

Holding current value

$15.7 Million

Previous $12.6 Million 25.79%

% of portfolio

0.05%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$35.42 - $38.65 $2.12 Million - $2.31 Million	59,834 Added 16.72%	417,627 $15.9 Million
Q2 2025 Jul 25, 2025	BUY	$29.52 - $35.31 $2.39 Million - $2.86 Million	81,118 Added 29.32%	357,793 $12.6 Million
Q1 2025 May 01, 2025	BUY	$32.49 - $37.99 $7.34 Million - $8.58 Million	225,830 Added 444.15%	276,675 $9.27 Million
Q4 2024 Feb 04, 2025	BUY	$35.45 - $40.33 $1.5 Million - $1.71 Million	42,441 Added 505.01%	50,845 $1.82 Million
Q3 2024 Oct 08, 2024	BUY	$32.65 - $36.69 $174,220 - $195,777	5,336 Added 173.92%	8,404 $306,000

Q2 2024 Jul 09, 2024	BUY	$32.33 - $34.91 $20,982 - $22,656	649 Added 26.83%	3,068 $102,000
Q1 2024 Apr 05, 2024	SELL	$31.21 - $34.82 $25,966 - $28,970	-832 Reduced 25.59%	2,419 $84,000
Q4 2023 Feb 01, 2024	BUY	$26.48 - $33.23 $86,086 - $108,030	3,251 New	3,251 $107,000
Q1 2023 Apr 28, 2023	BUY	$25.54 - $29.71 $52,561 - $61,143	2,058 Added 430.54%	2,536 $68,000
Q1 2022 Apr 21, 2022	SELL	$27.17 - $30.89 $8,558 - $9,730	-315 Reduced 39.72%	478 $13,000
Q4 2021 Jan 31, 2022	BUY	$28.58 - $30.81 $22,663 - $24,432	793 New	793 $24,000

Others Institutions Holding SDVY

# of Institutions

514

Shares Held

192M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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