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

Forefront Wealth Partners, LLC

  • $147 Billion
  • Q1 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 78,268 shares of SDVY stock, worth $2.54 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
78,268
Previous 77,575 0.89%
Holding current value
$2.54 Million
Previous $2.78 Billion 5.72%
% of portfolio
1.79%
Previous 2.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
499
Shares Held
183M
Call Options Held
4K
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
Track This Portfolio

Track Forefront Wealth Partners, LLC Portfolio

Follow Forefront Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forefront Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forefront Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email