Kovitz Investment Group Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Kovitz Investment Group Partners, LLC

$23.6 Billion
Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 189,188 shares of SDVY stock, worth $7.09 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

189,188

Previous 191,104 1.0%

Holding current value

$7.09 Million

Previous $6.74 Million 6.67%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$35.42 - $38.65 $67,864 - $74,053	-1,916 Reduced 1.0%	189,188 $7.19 Million
Q2 2025 Aug 14, 2025	SELL	$29.52 - $35.31 $9.38 Million - $11.2 Million	-317,605 Reduced 62.43%	191,104 $6.74 Million
Q1 2025 May 13, 2025	BUY	$32.49 - $37.99 $5.42 Million - $6.34 Million	166,915 Added 48.83%	508,709 $17 Million
Q4 2024 Aug 25, 2025	BUY	$35.45 - $40.33 $5.35 Million - $6.08 Million	150,810 Added 78.92%	341,914 $12.3 Million
Q4 2024 Feb 14, 2025	BUY	$35.45 - $40.33 $35,485 - $40,370	1,001 Added 0.29%	341,794 $12.3 Million

Q3 2024 Nov 14, 2024	BUY	$32.65 - $36.69 $11.1 Million - $12.5 Million	340,793 New	340,793 $12.4 Million

Others Institutions Holding SDVY

# of Institutions

514

Shares Held

191M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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Kovitz Investment Group Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History