Icon Wealth Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Icon Wealth Advisors, LLC

$1.37 Billion
Q3 2025

A detailed history of Icon Wealth Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 3,775 shares of SDVY stock, worth $141,524. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,775

Previous 4,046 6.7%

Holding current value

$141,524

Previous $142,000 0.7%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$35.42 - $38.65 $9,598 - $10,474	-271 Reduced 6.7%	3,775 $143,000
Q2 2025 Aug 14, 2025	SELL	$29.52 - $35.31 $4,162 - $4,978	-141 Reduced 3.37%	4,046 $142,000
Q1 2025 May 15, 2025	SELL	$32.49 - $37.99 $2,046 - $2,393	-63 Reduced 1.48%	4,187 $140,000
Q4 2024 Feb 14, 2025	SELL	$35.45 - $40.33 $3,296 - $3,750	-93 Reduced 2.14%	4,250 $152,000
Q3 2024 Nov 14, 2024	BUY	$32.65 - $36.69 $114,830 - $129,038	3,517 Added 425.79%	4,343 $157,000

Q3 2024 Nov 12, 2024	BUY	$32.65 - $36.69 $26,968 - $30,305	826 New	826 $30,000
Q1 2024 May 15, 2024	BUY	$31.21 - $34.82 $156 - $174	5 Added 0.15%	3,373 $117,000
Q4 2023 Feb 14, 2024	BUY	$26.48 - $33.23 $89,184 - $111,918	3,368 New	3,368 $110,000

Others Institutions Holding SDVY

# of Institutions

517

Shares Held

192M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Icon Wealth Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History