Rothschild Investment LLC First Tr ETF Vi Smid Cap Risin Transaction History

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025

A detailed history of Rothschild Investment LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Rothschild Investment LLC holds 20,025 shares of SDVY stock, worth $750,737. This represents 0.04% of its overall portfolio holdings.

Number of Shares
20,025
Previous 12,425 61.17%
Holding current value
$750,737
Previous $438 Million 73.68%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 07, 2025
BUY
$35.42 - $38.65 $269,192 - $293,740
7,600 Added 61.17%
20,025 $761 Million
Q2 2025

Aug 11, 2025
BUY
$29.52 - $35.31 $94,464 - $112,992
3,200 Added 34.69%
12,425 $438 Million
Q1 2025

Apr 08, 2025
BUY
$32.49 - $37.99 $67,059 - $78,411
2,064 Added 28.82%
9,225 $309 Million
Q4 2024

Feb 04, 2025
BUY
$35.45 - $40.33 $248,539 - $282,753
7,011 Added 4674.0%
7,161 $257 Million
Q2 2024

Jul 30, 2024
BUY
$32.33 - $34.91 $4,849 - $5,236
150 New
150 $5.01 Million

Others Institutions Holding SDVY

# of Institutions
513
Shares Held
191M
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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