Summit Wealth Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Summit Wealth Partners, LLC

  • $541 Billion
  • Q4 2025

A detailed history of Summit Wealth Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 14,961 shares of SDVY stock, worth $560,887. This represents 0.11% of its overall portfolio holdings.

Number of Shares
14,961
Previous 16,999 11.99%
Holding current value
$560,887
Previous $646 Million 11.29%
% of portfolio
0.11%
Previous 0.12%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
SELL
$36.47 - $38.19 $74,325 - $77,831
-2,038 Reduced 11.99%
14,961 $573 Million
Q3 2025

Oct 21, 2025
SELL
$35.42 - $38.65 $71,406 - $77,918
-2,016 Reduced 10.6%
16,999 $646 Million
Q2 2025

Aug 11, 2025
SELL
$29.52 - $35.31 $1.03 Million - $1.23 Million
-34,935 Reduced 64.75%
19,015 $671 Million
Q1 2025

May 06, 2025
SELL
$32.49 - $37.99 $367,624 - $429,856
-11,315 Reduced 17.34%
53,950 $1.81 Billion
Q4 2024

Jan 27, 2025
SELL
$35.45 - $40.33 $290,867 - $330,907
-8,205 Reduced 11.17%
65,265 $2.34 Billion
Q3 2024

Oct 28, 2024
BUY
$32.65 - $36.69 $377,140 - $423,806
11,551 Added 18.66%
73,470 $2.67 Billion
Q2 2024

Sep 11, 2024
BUY
$32.33 - $34.91 $673,078 - $726,791
20,819 Added 50.65%
61,919 $2.07 Billion
Q1 2024

Sep 11, 2024
BUY
$31.21 - $34.82 $696,388 - $776,938
22,313 Added 118.77%
41,100 $1.43 Billion
Q4 2023

Sep 11, 2024
BUY
$26.48 - $33.23 $497,479 - $624,292
18,787 New
18,787 $616 Million

Others Institutions Holding SDVY

# of Institutions
521
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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