Owen La Rue, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Owen La Rue, LLC

$211 Million
Q3 2025

A detailed history of Owen La Rue, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Owen La Rue, LLC holds 222,023 shares of SDVY stock, worth $8.32 Million. This represents 4.0% of its overall portfolio holdings.

Number of Shares

222,023

Previous 122,024 81.95%

Holding current value

$8.32 Million

Previous $4.31 Million 96.07%

% of portfolio

4.0%

Previous 2.08%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$35.42 - $38.65 $3.54 Million - $3.86 Million	99,999 Added 81.95%	222,023 $8.44 Million
Q2 2025 Jul 16, 2025	SELL	$29.52 - $35.31 $245,075 - $293,143	-8,302 Reduced 6.37%	122,024 $4.31 Million
Q1 2025 May 12, 2025	SELL	$32.49 - $37.99 $190,131 - $222,317	-5,852 Reduced 4.3%	130,326 $4.37 Million
Q4 2024 Feb 14, 2025	BUY	$35.45 - $40.33 $191,997 - $218,427	5,416 Added 4.14%	136,178 $4.88 Million
Q3 2024 Nov 12, 2024	BUY	$32.65 - $36.69 $670,402 - $753,355	20,533 Added 18.63%	130,762 $4.76 Million

Q2 2024 Jul 23, 2024	BUY	$32.33 - $34.91 $234,586 - $253,306	7,256 Added 7.05%	110,229 $3.68 Million
Q1 2024 May 13, 2024	BUY	$31.21 - $34.82 $361,505 - $403,320	11,583 Added 12.67%	102,973 $3.59 Million
Q4 2023 Feb 05, 2024	BUY	$26.48 - $33.23 $83,491 - $104,774	3,153 Added 3.57%	91,390 $2.99 Million
Q3 2023 Nov 15, 2023	BUY	$27.7 - $30.38 $103,071 - $113,043	3,721 Added 4.4%	88,237 $2.49 Million
Q2 2023 Aug 09, 2023	BUY	$24.91 - $28.31 $315,709 - $358,800	12,674 Added 17.64%	84,516 $2.39 Million
Q4 2022 Feb 13, 2023	BUY	$23.78 - $27.72 $1.71 Million - $1.99 Million	71,842 New	71,842 $1.9 Billion

Others Institutions Holding SDVY

# of Institutions

514

Shares Held

191M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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