Fortis Group Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Fortis Group Advisors, LLC

  • $581 Billion
  • Q3 2025

A detailed history of Fortis Group Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 8,150 shares of SDVY stock, worth $305,543. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,150
Previous 6,808 19.71%
Holding current value
$305,543
Previous $245 Million 24.01%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Nov 07, 2025
BUY
$35.42 - $38.65 $47,533 - $51,868
1,342 Added 19.71%
8,150 $304 Million
Q2 2025

Aug 08, 2025
BUY
$29.52 - $35.31 $200,972 - $240,390
6,808 New
6,808 $245 Million
Q1 2024

Apr 30, 2024
BUY
$31.21 - $34.82 $1.2 Million - $1.34 Million
38,590 New
38,590 $1.34 Billion

Others Institutions Holding SDVY

# of Institutions
514
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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