A detailed history of Prosperity Wealth Management, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Prosperity Wealth Management, Inc. holds 8,196 shares of SDVY stock, worth $296,777. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,196
Previous 8,797 6.83%
Holding current value
$296,777
Previous $295 Million 1.88%
% of portfolio
0.11%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025

SELL
$29.52 - $35.31 $17,741 - $21,221
-601 Reduced 6.83%
8,196 $289 Million
Q1 2025

Apr 18, 2025

SELL
$32.49 - $37.99 $46,330 - $54,173
-1,426 Reduced 13.95%
8,797 $295 Million
Q4 2024

Feb 07, 2025

SELL
$35.45 - $40.33 $1,559 - $1,774
-44 Reduced 0.43%
10,223 $366 Million
Q3 2024

Nov 14, 2024

BUY
$32.65 - $36.69 $45,350 - $50,962
1,389 Added 15.65%
10,267 $374 Million
Q2 2024

Aug 13, 2024

BUY
$32.33 - $34.91 $90,297 - $97,503
2,793 Added 45.9%
8,878 $296 Million
Q1 2024

May 15, 2024

BUY
$31.21 - $34.82 $189,912 - $211,879
6,085 New
6,085 $212 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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