Accel Wealth Management First Tr ETF Vi Smid Cap Risin Transaction History

Accel Wealth Management

$328 Million
Q3 2025

A detailed history of Accel Wealth Management transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Accel Wealth Management holds 39,031 shares of SDVY stock, worth $1.46 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

39,031

Previous 13,062 198.81%

Holding current value

$1.46 Million

Previous $460,000 222.39%

% of portfolio

0.45%

Previous 0.16%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$35.42 - $38.65 $919,821 - $1 Million	25,969 Added 198.81%	39,031 $1.48 Million
Q2 2025 Jul 21, 2025	BUY	$29.52 - $35.31 $42,922 - $51,340	1,454 Added 12.53%	13,062 $460,000
Q1 2025 Apr 10, 2025	BUY	$32.49 - $37.99 $6,627 - $7,749	204 Added 1.79%	11,608 $387,000
Q4 2024 Jan 21, 2025	BUY	$35.45 - $40.33 $104,223 - $118,570	2,940 Added 34.74%	11,404 $408,000
Q3 2024 Oct 15, 2024	BUY	$32.65 - $36.69 $13,157 - $14,786	403 Added 5.0%	8,464 $307,000
Q2 2024 Jul 12, 2024	BUY	$32.33 - $34.91 $21,725 - $23,459	672 Added 9.09%	8,061 $269,000
Q1 2024 Apr 19, 2024	BUY	$31.21 - $34.82 $18,882 - $21,066	605 Added 8.92%	7,389 $257,000
Q4 2023 Jan 18, 2024	BUY	$26.48 - $33.23 $179,640 - $225,432	6,784 New	6,784 $222,000
Q1 2023 Apr 20, 2023	BUY	$25.54 - $29.71 $357 - $415	14 Added 0.24%	5,788 $154,000
Q4 2022 Jan 26, 2023	BUY	$23.78 - $27.72 $594 - $693	25 Added 0.43%	5,774 $0
Q3 2022 Oct 12, 2022	BUY	$23.0 - $27.75 $368 - $444	16 Added 0.28%	5,749 $143,000
Q2 2022 Aug 03, 2022	BUY	$23.62 - $28.23 $22,604 - $27,016	957 Added 20.04%	5,733 $140,000
Q1 2022 Apr 29, 2022	BUY	$27.17 - $30.89 $21,409 - $24,341	788 Added 19.76%	4,776 $133,000
Q4 2021 Jan 18, 2022	BUY	$28.58 - $30.81 $56,416 - $60,818	1,974 Added 98.01%	3,988 $121,000
Q3 2021 Nov 04, 2021	BUY	$27.62 - $30.12 $138 - $150	5 Added 0.25%	2,014 $57,000
Q2 2021 Aug 03, 2021	BUY	$28.0 - $30.39 $196 - $212	7 Added 0.35%	2,009 $58,000
Q1 2021 May 10, 2021	BUY	$23.74 - $28.92 $47,527 - $57,897	2,002 New	2,002 $57,000

Others Institutions Holding SDVY

# of Institutions

496

Shares Held

186M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Accel Wealth Management First Tr ETF Vi Smid Cap Risin Transaction History