Dhjj Financial Advisors, Ltd. First Tr ETF Vi Smid Cap Risin Transaction History

Dhjj Financial Advisors, Ltd.

  • $256 Million
  • Q3 2025

A detailed history of Dhjj Financial Advisors, Ltd. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 20,570 shares of SDVY stock, worth $771,169. This represents 0.3% of its overall portfolio holdings.

Number of Shares
20,570
Previous 17,339 18.63%
Holding current value
$771,169
Previous $611,000 27.99%
% of portfolio
0.3%
Previous 0.25%

Shares

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

Oct 20, 2025
BUY
$35.42 - $38.65 $114,442 - $124,878
3,231 Added 18.63%
20,570 $782,000
Q2 2025

Jul 21, 2025
SELL
$29.52 - $35.31 $159,732 - $191,062
-5,411 Reduced 23.78%
17,339 $611,000
Q1 2025

Apr 18, 2025
BUY
$32.49 - $37.99 $271,778 - $317,786
8,365 Added 58.15%
22,750 $762,000
Q4 2024

Jan 29, 2025
BUY
$35.45 - $40.33 $2,056 - $2,339
58 Added 0.4%
14,385 $515,000
Q3 2024

Oct 22, 2024
BUY
$32.65 - $36.69 $66,279 - $74,480
2,030 Added 16.51%
14,327 $521,000
Q2 2024

Jul 11, 2024
BUY
$32.33 - $34.91 $235,394 - $254,179
7,281 Added 145.16%
12,297 $410,000
Q1 2024

Apr 11, 2024
SELL
$31.21 - $34.82 $22,689 - $25,314
-727 Reduced 12.66%
5,016 $174,000
Q4 2023

Jan 29, 2024
BUY
$26.48 - $33.23 $80,075 - $100,487
3,024 Added 111.22%
5,743 $188,000
Q3 2023

Oct 10, 2023
BUY
$27.7 - $30.38 $75,316 - $82,603
2,719 New
2,719 $76,000

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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