Forefront Wealth Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Forefront Wealth Partners, LLC

  • $146 Billion
  • Q2 2025

A detailed history of Forefront Wealth Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Forefront Wealth Partners, LLC holds 77,575 shares of SDVY stock, worth $2.92 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares
77,575
Previous 78,268 0.89%
Holding current value
$2.92 Million
Previous $2.62 Billion 6.07%
% of portfolio
1.91%
Previous 1.79%

Shares

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

Aug 20, 2025
SELL
$29.52 - $35.31 $20,457 - $24,469
-693 Reduced 0.89%
77,575 $2.78 Billion
Q1 2025

May 14, 2025
BUY
$32.49 - $37.99 $22,515 - $26,327
693 Added 0.89%
78,268 $2.62 Billion
Q4 2024

May 14, 2025
BUY
$35.45 - $40.33 $2.75 Million - $3.13 Million
77,575 New
77,575 $2.78 Billion

Others Institutions Holding SDVY

# of Institutions
493
Shares Held
185M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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