Great Valley Advisor Group, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Great Valley Advisor Group, Inc.

$4.47 Billion
Q3 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 19,066 shares of SDVY stock, worth $714,784. This represents 0.02% of its overall portfolio holdings.

Number of Shares

19,066

Previous 25,561 25.41%

Holding current value

$714,784

Previous $901,000 19.64%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$35.42 - $38.65 $230,052 - $251,031	-6,495 Reduced 25.41%	19,066 $724,000
Q2 2025 Aug 14, 2025	SELL	$29.52 - $35.31 $98,360 - $117,652	-3,332 Reduced 11.53%	25,561 $901,000
Q1 2025 May 08, 2025	BUY	$32.49 - $37.99 $183,958 - $215,099	5,662 Added 24.37%	28,893 $967,000
Q4 2024 Feb 24, 2025	BUY	$35.45 - $40.33 $354,783 - $403,622	10,008 Added 75.69%	23,231 $832,000
Q3 2024 Nov 12, 2024	BUY	$32.65 - $36.69 $182,056 - $204,583	5,576 Added 72.92%	13,223 $481,000

Q2 2024 Jul 16, 2024	BUY	$32.33 - $34.91 $20,141 - $21,748	623 Added 8.87%	7,647 $255,000
Q1 2024 May 03, 2024	BUY	$31.21 - $34.82 $219,219 - $244,575	7,024 New	7,024 $244,000

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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Great Valley Advisor Group, Inc. First Tr ETF Vi Smid Cap Risin Transaction History