A detailed history of Winebrenner Capital Management LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Winebrenner Capital Management LLC holds 28,156 shares of SDVY stock, worth $1.06 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
28,156
Previous 20,272 38.89%
Holding current value
$1.06 Million
Previous $715 Million 49.68%
% of portfolio
0.77%
Previous 0.58%

Shares

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

Oct 31, 2025

BUY
$35.42 - $38.65 $279,251 - $304,716
7,884 Added 38.89%
28,156 $1.07 Billion
Q2 2025

Aug 01, 2025

BUY
$29.52 - $35.31 $4,428 - $5,296
150 Added 0.75%
20,272 $715 Million
Q1 2025

Apr 22, 2025

BUY
$32.49 - $37.99 $26,934 - $31,493
829 Added 4.3%
20,122 $674 Million
Q4 2024

Feb 03, 2025

BUY
$35.45 - $40.33 $683,936 - $778,086
19,293 New
19,293 $692 Million

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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