Silver Oak Securities, Inc First Tr ETF Vi Smid Cap Risin Transaction History

Silver Oak Securities, Inc

$1.22 Billion
Q3 2025

A detailed history of Silver Oak Securities, Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Silver Oak Securities, Inc holds 87,799 shares of SDVY stock, worth $3.29 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

87,799

Previous 56,727 54.77%

Holding current value

$3.29 Million

Previous $2 Million 66.82%

% of portfolio

0.27%

Previous 0.18%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$35.42 - $38.65 $1.1 Million - $1.2 Million	31,072 Added 54.77%	87,799 $3.34 Million
Q2 2025 Jul 11, 2025	BUY	$29.52 - $35.31 $54,198 - $64,829	1,836 Added 3.34%	56,727 $2 Million
Q1 2025 Apr 28, 2025	BUY	$32.49 - $37.99 $1.78 Million - $2.09 Million	54,891 New	54,891 $1.84 Million
Q4 2024 Jan 27, 2025	BUY	$35.45 - $40.33 $100,323 - $114,133	2,830 Added 5.4%	55,228 $1.98 Million
Q3 2024 Oct 23, 2024	BUY	$32.65 - $36.69 $266,783 - $299,793	8,171 Added 18.48%	52,398 $1.91 Million

Q2 2024 Jul 12, 2024	BUY	$32.33 - $34.91 $103,229 - $111,467	3,193 Added 7.78%	44,227 $1.48 Million
Q1 2024 May 10, 2024	SELL	$31.21 - $34.82 $66,508 - $74,201	-2,131 Reduced 4.94%	41,034 $1.43 Million
Q4 2023 Feb 05, 2024	BUY	$26.48 - $33.23 $40,593 - $50,941	1,533 Added 3.68%	43,165 $1.41 Million
Q3 2023 Nov 20, 2023	BUY	$27.7 - $30.38 $942,243 - $1.03 Million	34,016 Added 446.64%	41,632 $1.18 Million
Q2 2023 Aug 02, 2023	BUY	$24.91 - $28.31 $697 - $792	28 Added 0.37%	7,616 $215,000
Q1 2023 May 05, 2023	BUY	$25.54 - $29.71 $193,797 - $225,439	7,588 New	7,588 $202,000
Q3 2022 Oct 23, 2023	BUY	$23.0 - $27.75 $782,368 - $943,944	34,016 Added 446.64%	41,632 $971,000

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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Silver Oak Securities, Inc First Tr ETF Vi Smid Cap Risin Transaction History