Vest Gen Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Vest Gen Advisors, LLC

  • $3 Trillion
  • Q3 2025

A detailed history of Vest Gen Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 258,153 shares of SDVY stock, worth $9.68 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
258,153
Previous 247,589 4.27%
Holding current value
$9.68 Million
Previous $8.73 Billion 12.36%
% of portfolio
0.33%
Previous 0.35%

Shares

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

Nov 14, 2025
BUY
$35.42 - $38.65 $374,176 - $408,298
10,564 Added 4.27%
258,153 $9.81 Billion
Q2 2025

Aug 13, 2025
BUY
$29.52 - $35.31 $1.25 Million - $1.5 Million
42,382 Added 20.65%
247,589 $8.73 Billion
Q1 2025

May 13, 2025
BUY
$32.49 - $37.99 $6.67 Million - $7.8 Million
205,207 New
205,207 $6.87 Billion

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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