O'Shaughnessy Asset Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

O'Shaughnessy Asset Management, LLC

  • $16.5 Billion
  • Q3 2025

A detailed history of O'Shaughnessy Asset Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 31,116 shares of SDVY stock, worth $1.17 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
31,116
Previous 11,698 165.99%
Holding current value
$1.17 Million
Previous $412,000 187.14%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 13, 2025
BUY
$35.42 - $38.65 $687,785 - $750,505
19,418 Added 165.99%
31,116 $1.18 Million
Q2 2025

Aug 12, 2025
BUY
$29.52 - $35.31 $180,278 - $215,638
6,107 Added 109.23%
11,698 $412,000
Q1 2025

May 13, 2025
BUY
$32.49 - $37.99 $141,948 - $165,978
4,369 Added 357.53%
5,591 $187,000
Q4 2024

Feb 12, 2025
BUY
$35.45 - $40.33 $43,319 - $49,283
1,222 New
1,222 $43,000
Q1 2024

May 13, 2024
BUY
$31.21 - $34.82 $48,219 - $53,796
1,545 New
1,545 $53,000

Others Institutions Holding SDVY

# of Institutions
518
Shares Held
192M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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