United Advisor Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History

United Advisor Group, LLC

  • $689 Million
  • Q3 2025

A detailed history of United Advisor Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, United Advisor Group, LLC holds 60,402 shares of SDVY stock, worth $2.26 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
60,402
Previous 47,779 26.42%
Holding current value
$2.26 Million
Previous $1.69 Million 36.26%
% of portfolio
0.33%
Previous 0.31%

Shares

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

Nov 12, 2025
BUY
$35.42 - $38.65 $447,106 - $487,878
12,623 Added 26.42%
60,402 $2.3 Million
Q2 2025

Aug 11, 2025
BUY
$29.52 - $35.31 $45,106 - $53,953
1,528 Added 3.3%
47,779 $1.69 Million
Q1 2025

Apr 21, 2025
BUY
$32.49 - $37.99 $92,791 - $108,499
2,856 Added 6.58%
46,251 $1.55 Million
Q4 2024

Feb 24, 2025
BUY
$35.45 - $40.33 $341,986 - $389,063
9,647 Added 28.59%
43,395 $1.56 Million
Q3 2024

Oct 30, 2024
BUY
$32.65 - $36.69 $1.1 Million - $1.24 Million
33,748 New
33,748 $1.23 Million

Others Institutions Holding SDVY

# of Institutions
514
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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