Secured Retirement Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Secured Retirement Advisors, LLC

$175 Billion
Q4 2024

A detailed history of Secured Retirement Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Secured Retirement Advisors, LLC holds 75,449 shares of SDVY stock, worth $2.59 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares

75,449

Previous 73,642 2.45%

Holding current value

$2.59 Million

Previous $2.68 Billion 0.96%

% of portfolio

1.55%

Previous 1.93%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$35.45 - $40.33 $64,058 - $72,876	1,807 Added 2.45%	75,449 $2.7 Billion
Q3 2024 Oct 29, 2024	SELL	$32.65 - $36.69 $56,451 - $63,437	-1,729 Reduced 2.29%	73,642 $2.68 Billion
Q2 2024 Aug 09, 2024	SELL	$32.33 - $34.91 $27,092 - $29,254	-838 Reduced 1.1%	75,371 $2.52 Billion
Q1 2024 May 10, 2024	BUY	$31.21 - $34.82 $32,801 - $36,595	1,051 Added 1.4%	76,209 $2.65 Billion
Q4 2023 Feb 16, 2024	BUY	$26.48 - $33.23 $1.99 Million - $2.5 Million	75,158 New	75,158 $2.46 Billion

Others Institutions Holding SDVY

# of Institutions

511

Shares Held

174M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Secured Retirement Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History