Optima Capital LLC First Tr ETF Vi Smid Cap Risin Transaction History

Optima Capital LLC

$231 Billion
Q4 2025

A detailed history of Optima Capital LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Optima Capital LLC holds 136 shares of SDVY stock, worth $5,098. This represents 0.0% of its overall portfolio holdings.

Number of Shares

136

Holding current value

$5,098

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$36.47 - $38.19 $4,959 - $5,193	136 New	136 $5.22 Million

Others Institutions Holding SDVY

# of Institutions

520

Shares Held

192M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

23.8M
Shares

$891 Million
0.28% of portfolio
Morgan Stanley New York, NY

17.8M
Shares

$668 Million
0.04% of portfolio
Raymond James Financial Inc St. Petersburg, FL

12.8M
Shares

$482 Million
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

12.5M
Shares

$470 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

7.98M
Shares

$299 Million
0.02% of portfolio

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

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