Flagship Harbor Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Flagship Harbor Advisors, LLC

$2.12 Billion
Q3 2025

A detailed history of Flagship Harbor Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Flagship Harbor Advisors, LLC holds 23,159 shares of SDVY stock, worth $868,230. This represents 0.04% of its overall portfolio holdings.

Number of Shares

23,159

Previous 30,655 24.45%

Holding current value

$868,230

Previous $1.08 Million 18.59%

% of portfolio

0.04%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$35.42 - $38.65 $265,508 - $289,720	-7,496 Reduced 24.45%	23,159 $880,000
Q2 2025 Aug 04, 2025	SELL	$29.52 - $35.31 $139,895 - $167,334	-4,739 Reduced 13.39%	30,655 $1.08 Million
Q1 2025 Apr 22, 2025	BUY	$32.49 - $37.99 $107,801 - $126,050	3,318 Added 10.34%	35,394 $1.19 Million
Q4 2024 Jan 21, 2025	BUY	$35.45 - $40.33 $482,509 - $548,931	13,611 Added 73.71%	32,076 $1.15 Million
Q3 2024 Oct 21, 2024	BUY	$32.65 - $36.69 $602,882 - $677,480	18,465 New	18,465 $671,000

Q2 2024 Dec 02, 2025	BUY	$32.33 - $34.91 $18,395 - $19,863	569 Added 2.46%	23,728 $792,000

Others Institutions Holding SDVY

# of Institutions

514

Shares Held

191M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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Flagship Harbor Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History