Frederick Financial Consultants, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Frederick Financial Consultants, LLC

  • $178 Billion
  • Q3 2025

A detailed history of Frederick Financial Consultants, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Frederick Financial Consultants, LLC holds 14,415 shares of SDVY stock, worth $540,418. This represents 0.31% of its overall portfolio holdings.

Number of Shares
14,415
Previous 13,753 4.81%
Holding current value
$540,418
Previous $485 Million 12.95%
% of portfolio
0.31%
Previous 0.3%

Shares

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

Nov 14, 2025
BUY
$35.42 - $38.65 $23,448 - $25,586
662 Added 4.81%
14,415 $548 Million
Q2 2025

Aug 04, 2025
BUY
$29.52 - $35.31 $3,394 - $4,060
115 Added 0.84%
13,753 $485 Million
Q1 2025

May 02, 2025
BUY
$32.49 - $37.99 $165,828 - $193,900
5,104 Added 59.81%
13,638 $457 Million
Q4 2024

Feb 13, 2025
BUY
$35.45 - $40.33 $302,530 - $344,176
8,534 New
8,534 $306 Million

Others Institutions Holding SDVY

# of Institutions
514
Shares Held
191M
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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