A detailed history of Hazlett, Burt & Watson, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Hazlett, Burt & Watson, Inc. holds 1,990 shares of SDVY stock, worth $74,605. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,990
Previous 1,790 11.17%
Holding current value
$74,605
Previous $63,000 20.63%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 04, 2025

BUY
$35.42 - $38.65 $7,084 - $7,730
200 Added 11.17%
1,990 $76,000
Q2 2025

Jul 25, 2025

SELL
$29.52 - $35.31 $9,623 - $11,511
-326 Reduced 15.41%
1,790 $63,000
Q1 2025

May 05, 2025

BUY
$32.49 - $37.99 $259 - $303
8 Added 0.38%
2,116 $71,000
Q4 2024

Feb 12, 2025

BUY
$35.45 - $40.33 $44,560 - $50,694
1,257 Added 147.71%
2,108 $76,000
Q3 2024

Oct 30, 2024

BUY
$32.65 - $36.69 $97 - $110
3 Added 0.35%
851 $31,000
Q2 2024

Aug 07, 2024

BUY
$32.33 - $34.91 $27,415 - $29,603
848 New
848 $28,000

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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