Kmg Fiduciary Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Kmg Fiduciary Partners, LLC

$1.18 Billion
Q1 2025

A detailed history of Kmg Fiduciary Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 102,978 shares of SDVY stock, worth $3.24 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

102,978

Previous 85,610 20.29%

Holding current value

$3.24 Million

Previous $3.07 Million 12.02%

% of portfolio

0.29%

Previous 0.26%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$32.49 - $37.99 $564,286 - $659,810	17,368 Added 20.29%	102,978 $3.44 Million
Q4 2024 Jan 14, 2025	BUY	$35.45 - $40.33 $190,543 - $216,773	5,375 Added 6.7%	85,610 $3.07 Million
Q3 2024 Oct 17, 2024	BUY	$32.65 - $36.69 $2.04 Million - $2.29 Million	62,436 Added 350.78%	80,235 $2.92 Million
Q2 2024 Jul 17, 2024	BUY	$32.33 - $34.91 $575,441 - $621,363	17,799 New	17,799 $594,000

Others Institutions Holding SDVY

# of Institutions

513

Shares Held

175M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kmg Fiduciary Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kmg Fiduciary Partners, LLC with notifications on news.

Account

Kmg Fiduciary Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History