Proactive Wealth Strategies LLC First Tr ETF Vi Smid Cap Risin Call Options Transaction History

Proactive Wealth Strategies LLC

$188 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SDVY

# of Institutions

510

Shares Held

175M

Call Options Held

4K

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

21.9M
Shares

$700 Million
0.33% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$597 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

12.7M
Shares

$406 Million
0.11% of portfolio
Raymond James Financial Inc St. Petersburg, FL

10.6M
Shares

$339 Million
0.14% of portfolio
Bank Of America Corp Charlotte, NC

7.1M
Shares

$226 Million
0.02% of portfolio

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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