A detailed history of Impact Partnership Wealth, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Impact Partnership Wealth, LLC holds 10,841 shares of SDVY stock, worth $406,429. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,841
Previous 13,317 18.59%
Holding current value
$406,429
Previous $470 Million 12.27%
% of portfolio
0.06%
Previous 0.09%

Shares

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

Nov 03, 2025

SELL
$35.42 - $38.65 $87,699 - $95,697
-2,476 Reduced 18.59%
10,841 $412 Million
Q2 2025

Aug 04, 2025

SELL
$29.52 - $35.31 $40,471 - $48,410
-1,371 Reduced 9.33%
13,317 $470 Million
Q1 2025

May 05, 2025

BUY
$32.49 - $37.99 $22,223 - $25,985
684 Added 4.88%
14,688 $492 Million
Q4 2024

Jan 21, 2025

BUY
$35.45 - $40.33 $52,714 - $59,970
1,487 Added 11.88%
14,004 $502 Million
Q3 2024

Oct 22, 2024

BUY
$32.65 - $36.69 $408,680 - $459,248
12,517 New
12,517 $455 Million

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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