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

Secured Retirement Advisors, LLC

$168 Billion
Q2 2025

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 45,340 shares of SDVY stock, worth $1.65 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

45,340

Previous 46,740 3.0%

Holding current value

$1.65 Million

Previous $1.57 Billion 2.16%

% of portfolio

0.95%

Previous 1.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$29.52 - $35.31 $41,328 - $49,434	-1,400 Reduced 3.0%	45,340 $1.6 Billion
Q1 2025 May 01, 2025	SELL	$32.49 - $37.99 $932,755 - $1.09 Million	-28,709 Reduced 38.05%	46,740 $1.57 Billion
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

493

Shares Held

188M

Call Options Held

10.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Secured Retirement Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Secured Retirement Advisors, LLC with notifications on news.

Account

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