First Heartland Consultants, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

First Heartland Consultants, Inc.

$1.11 Billion
Q3 2025

A detailed history of First Heartland Consultants, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, First Heartland Consultants, Inc. holds 239,303 shares of SDVY stock, worth $8.97 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

239,303

Previous 293,020 18.33%

Holding current value

$8.97 Million

Previous $10.3 Million 11.99%

% of portfolio

0.82%

Previous 1.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$35.42 - $38.65 $1.9 Million - $2.08 Million	-53,717 Reduced 18.33%	239,303 $9.1 Million
Q2 2025 Aug 15, 2025	BUY	$29.52 - $35.31 $213,724 - $255,644	7,240 Added 2.53%	293,020 $10.3 Million
Q1 2025 May 07, 2025	SELL	$32.49 - $37.99 $596,386 - $697,344	-18,356 Reduced 6.04%	285,780 $9.57 Million
Q4 2024 Feb 14, 2025	SELL	$35.45 - $40.33 $590,455 - $671,736	-16,656 Reduced 5.19%	304,136 $10.9 Million
Q3 2024 Nov 05, 2024	BUY	$32.65 - $36.69 $2.61 Million - $2.93 Million	79,987 Added 33.22%	320,792 $11.7 Million

Q2 2024 Jul 25, 2024	SELL	$32.33 - $34.91 $770,423 - $831,905	-23,830 Reduced 9.0%	240,805 $8.04 Million
Q1 2024 May 07, 2024	BUY	$31.21 - $34.82 $3.87 Million - $4.32 Million	123,996 Added 88.17%	264,635 $9.22 Million
Q4 2023 Feb 08, 2024	SELL	$26.48 - $33.23 $8,923 - $11,198	-337 Reduced 0.24%	140,639 $4.61 Million
Q3 2023 Nov 09, 2023	BUY	$27.7 - $30.38 $745,462 - $817,586	26,912 Added 23.59%	140,976 $3.98 Million
Q2 2023 Jul 26, 2023	BUY	$24.91 - $28.31 $615,551 - $699,568	24,711 Added 27.66%	114,064 $3.23 Million
Q1 2023 Apr 17, 2023	BUY	$25.54 - $29.71 $1,302 - $1,515	51 Added 0.06%	89,353 $2.38 Million
Q4 2022 Jan 13, 2023	BUY	$23.78 - $27.72 $47,821 - $55,744	2,011 Added 2.3%	89,302 $0
Q3 2022 Oct 20, 2022	BUY	$23.0 - $27.75 $154,537 - $186,452	6,719 Added 8.34%	87,291 $2.02 Million
Q2 2022 Jul 12, 2022	BUY	$23.62 - $28.23 $78,040 - $93,271	3,304 Added 4.28%	80,572 $1.92 Million
Q1 2022 Apr 21, 2022	BUY	$27.17 - $30.89 $2.1 Million - $2.39 Million	77,268 New	77,268 $2.15 Million

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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First Heartland Consultants, Inc. First Tr ETF Vi Smid Cap Risin Transaction History